Independence Trust’s Nuveen Credit Strategies Income Fund JQC Stock Holding History

Independence Trust’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
2015 Q4	–	Sell	-16,351	Closed	-$130K	–	85
2015 Q3	$130K	Sell	16,351 -4,414	-21%	-$37.2K	0.13%	95
2015 Q2	$179K	Hold	20,765	–	–	0.12%	110
2015 Q1	$188K	Sell	20,765 -1,222	-6%	-$10.9K	0.12%	113
2014 Q4	$193K	Hold	21,987	–	–	0.12%	126
2014 Q3	$196K	Buy	+21,987	New	+$199K	0.13%	101

Other funds holding JQC

RCM

Rivernorth Capital Management West Palm Beach, Florida $2.1B AUM 2.15% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

PMG

Private Management Group Irvine, California $3.8B AUM 23.19% 1-Year Est. Return

RCA

Restructuring Capital Associates Stamford, Connecticut $115M AUM 20.18% 1-Year Est. Return

Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return

TIM

Tortoise Investment Management White Plains, New York $1.34B AUM 16.05% 1-Year Est. Return

MIG

Mariner Investment Group Harrison, New York $463M AUM 13.33% 1-Year Est. Return

NCM

Newgate Capital Management Greenwich, Connecticut $121M AUM 3.73% 1-Year Est. Return

Independence Trust's JQC Position: Q4 2015 in Review

Independence Trust sold out of Nuveen Credit Strategies Income Fund (JQC) in Q4 2015, closing a stake of 16,351 shares — an estimated $130K sold.

Independence Trust first reported a position in JQC in Q3 2014 and held it in 5 quarters. The position peaked at $196K in Q3 2014. 122 funds tracked by Wall St. Rank hold JQC as of Q4 2015.

Independence Trust reported no remaining Nuveen Credit Strategies Income Fund position as of Q4 2015 after selling out during the quarter.
Independence Trust sold 16,351 Nuveen Credit Strategies Income Fund shares in Q4 2015, an estimated $130K.
Independence Trust first reported a position in Nuveen Credit Strategies Income Fund in Q3 2014 and held it in 5 quarters.
Independence Trust's Nuveen Credit Strategies Income Fund position peaked at $196K in Q3 2014.
122 funds tracked by Wall St. Rank held Nuveen Credit Strategies Income Fund as of Q4 2015.

Based on Independence Trust's 13F filing for Q4 2015, filed 29 Jan 2016.