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Heritage Wealth Management (California)’s Nuveen Credit Strategies Income Fund JQC Stock Holding History

Heritage Wealth Management (California)’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
2024
Q4 		– Sell
-11,575
Closed -$67K – 111
2024
Q3 		$67K Sell
11,575
-1,121
-9% -$6.39K 0.05% 117
2024
Q2 		$70.5K Sell
12,696
-1,955
-13% -$10.9K 0.05% 110
2024
Q1 		$81.6K Buy
14,651
+1,106
+8% +$5.99K 0.06% 102
2023
Q4 		$70.7K Buy
+13,545
New +$68.3K 0.06% 98

Other funds holding JQC

Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
OHA
Oak Hill Advisors New York $878M AUM 106.46% 1-Year Est. Return
PCM
Penserra Capital Management Orinda, California $8.52B AUM 37.76% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return

Heritage Wealth Management (California)'s JQC Position: Q4 2024 in Review

Heritage Wealth Management (California) sold out of Nuveen Credit Strategies Income Fund (JQC) in Q4 2024, closing a stake of 11,575 shares — an estimated $67K sold.

Heritage Wealth Management (California) first reported a position in JQC in Q4 2023 and held it in 4 quarters. The position peaked at $81.6K in Q1 2024. 151 funds tracked by Wall St. Rank hold JQC as of Q4 2024.

  • Heritage Wealth Management (California) reported no remaining Nuveen Credit Strategies Income Fund position as of Q4 2024 after selling out during the quarter.
  • Heritage Wealth Management (California) sold 11,575 Nuveen Credit Strategies Income Fund shares in Q4 2024, an estimated $67K.
  • Heritage Wealth Management (California) first reported a position in Nuveen Credit Strategies Income Fund in Q4 2023 and held it in 4 quarters.
  • Heritage Wealth Management (California)'s Nuveen Credit Strategies Income Fund position peaked at $81.6K in Q1 2024.
  • 151 funds tracked by Wall St. Rank held Nuveen Credit Strategies Income Fund as of Q4 2024.

Based on Heritage Wealth Management (California)'s 13F filing for Q4 2024, filed 11 Feb 2025.