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Gerber Kawasaki Wealth & Investment Management’s Nuveen Credit Strategies Income Fund JQC Stock Holding History

Gerber Kawasaki Wealth & Investment Management’s Portfolio JQC Stock Details JQC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q4 		– Sell
-1
Closed -$1K – 709
2021
Q3 		$1K Buy
+1
New +$7 ﹤0.01% 1004

Other funds holding JQC

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PPA
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RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.79% 1-Year Est. Return
OHA
Oak Hill Advisors New York $878M AUM 106.46% 1-Year Est. Return
SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
EVM
Eaton Vance Management Boston, Massachusetts $67.5B AUM 11.44% 1-Year Est. Return
PCM
Penserra Capital Management Orinda, California $8.52B AUM 37.76% 1-Year Est. Return

Gerber Kawasaki Wealth & Investment Management's JQC Position: Q4 2021 in Review

Gerber Kawasaki Wealth & Investment Management sold out of Nuveen Credit Strategies Income Fund (JQC) in Q4 2021, closing a stake of 1 share — an estimated $1K sold.

Gerber Kawasaki Wealth & Investment Management first reported a position in JQC in Q3 2021 and held it in 1 quarter. The position peaked at $1K in Q3 2021. 145 funds tracked by Wall St. Rank hold JQC as of Q4 2021.

  • Gerber Kawasaki Wealth & Investment Management reported no remaining Nuveen Credit Strategies Income Fund position as of Q4 2021 after selling out during the quarter.
  • Gerber Kawasaki Wealth & Investment Management sold 1 Nuveen Credit Strategies Income Fund share in Q4 2021, an estimated $1K.
  • Gerber Kawasaki Wealth & Investment Management first reported a position in Nuveen Credit Strategies Income Fund in Q3 2021 and held it in 1 quarter.
  • Gerber Kawasaki Wealth & Investment Management's Nuveen Credit Strategies Income Fund position peaked at $1K in Q3 2021.
  • 145 funds tracked by Wall St. Rank held Nuveen Credit Strategies Income Fund as of Q4 2021.

Based on Gerber Kawasaki Wealth & Investment Management's 13F filing for Q4 2021, filed 11 Feb 2022.