Integrated Wealth Management (Palm Desert)’s Nuveen Credit Strategies Income Fund JQC Stock Holding History

Integrated Wealth Management (Palm Desert)’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
2016 Q1	–	Sell	-3,200	Closed	-$25K	–	1257
2015 Q4	$25K	Hold	3,200	–	–	0.01%	534
2015 Q3	$26K	Hold	3,200	–	–	0.01%	509
2015 Q2	$28K	Hold	3,200	–	–	0.01%	514
2015 Q1	$28K	Buy	+3,200	New	+$28.5K	0.01%	494

Other funds holding JQC

RCM

Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

PMG

Private Management Group Irvine, California $3.47B AUM 13.39% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

RCA

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

Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

MIG

Mariner Investment Group Harrison, New York $346M AUM 25.25% 1-Year Est. Return

TIM

Tortoise Investment Management White Plains, New York $1.21B AUM 13.04% 1-Year Est. Return

FIMG

Financial & Investment Management Group Traverse City, Michigan $274M AUM 8.43% 1-Year Est. Return

Integrated Wealth Management (Palm Desert)'s JQC Position: Q1 2016 in Review

Integrated Wealth Management (Palm Desert) sold out of Nuveen Credit Strategies Income Fund (JQC) in Q1 2016, closing a stake of 3,200 shares — an estimated $25K sold.

Integrated Wealth Management (Palm Desert) first reported a position in JQC in Q1 2015 and held it in 4 quarters. The position peaked at $28K in Q2 2015. 120 funds tracked by Wall St. Rank hold JQC as of Q1 2016.

Integrated Wealth Management (Palm Desert) reported no remaining Nuveen Credit Strategies Income Fund position as of Q1 2016 after selling out during the quarter.
Integrated Wealth Management (Palm Desert) sold 3,200 Nuveen Credit Strategies Income Fund shares in Q1 2016, an estimated $25K.
Integrated Wealth Management (Palm Desert) first reported a position in Nuveen Credit Strategies Income Fund in Q1 2015 and held it in 4 quarters.
Integrated Wealth Management (Palm Desert)'s Nuveen Credit Strategies Income Fund position peaked at $28K in Q2 2015.
120 funds tracked by Wall St. Rank held Nuveen Credit Strategies Income Fund as of Q1 2016.

Based on Integrated Wealth Management (Palm Desert)'s 13F filing for Q1 2016, filed 22 Apr 2016.