Institute for Wealth Management’s Nuveen Credit Strategies Income Fund JQC Stock Holding History

Institute for Wealth 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
2020 Q4	–	Sell	-13,174	Closed	-$78K	–	451
2020 Q3	$78K	Hold	13,174	–	–	0.02%	413
2020 Q2	$77K	Hold	13,174	–	–	0.02%	421
2020 Q1	$75K	Sell	13,174 -3,400	-21%	-$23.5K	0.02%	395
2019 Q4	$127K	Sell	16,574 -4,692	-22%	-$34.8K	0.03%	455
2019 Q3	$159K	Hold	21,266	–	–	0.04%	404
2019 Q2	$168K	Hold	21,266	–	–	0.04%	448
2019 Q1	$164K	Sell	21,266 -100	-0.5%	-$775	0.04%	424
2018 Q4	$158K	Buy	+21,366	New	+$164K	0.06%	247
2018 Q1	–	Sell	-29,441	Closed	-$242K	–	331
2017 Q4	$242K	Buy	29,441 +70	+0.2%	+$579	0.06%	334
2017 Q3	$249K	Hold	29,371	–	–	0.08%	235
2017 Q2	$255K	Buy	+29,371	New	+$256K	0.07%	336

Other funds holding JQC

Bramshill Investments Naples, Florida $1.16B AUM 0.86% 1-Year Est. Return

RCM

Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 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

SCM

Saba Capital Management New York $3.62B AUM 13% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Institute for Wealth Management's JQC Position: Q4 2020 in Review

Institute for Wealth Management sold out of Nuveen Credit Strategies Income Fund (JQC) in Q4 2020, closing a stake of 13,174 shares — an estimated $78K sold.

Institute for Wealth Management first reported a position in JQC in Q2 2017 and held it in 11 quarters. The position peaked at $255K in Q2 2017. 140 funds tracked by Wall St. Rank hold JQC as of Q4 2020.

Institute for Wealth Management reported no remaining Nuveen Credit Strategies Income Fund position as of Q4 2020 after selling out during the quarter.
Institute for Wealth Management sold 13,174 Nuveen Credit Strategies Income Fund shares in Q4 2020, an estimated $78K.
Institute for Wealth Management first reported a position in Nuveen Credit Strategies Income Fund in Q2 2017 and held it in 11 quarters.
Institute for Wealth Management's Nuveen Credit Strategies Income Fund position peaked at $255K in Q2 2017.
140 funds tracked by Wall St. Rank held Nuveen Credit Strategies Income Fund as of Q4 2020.

Based on Institute for Wealth Management's 13F filing for Q4 2020, filed 1 Feb 2021.