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J.W. Burns & Co’s Nuveen Credit Strategies Income Fund JQC Stock Holding History

J.W. Burns & Co’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
2014
Q1 		– Sell
-11,755
Closed -$114K – 154
2013
Q4 		$114K Hold
11,755
– – 0.04% 150
2013
Q3 		$110K Hold
11,755
– – 0.04% 146
2013
Q2 		$117K Buy
+11,755
New +$121K 0.05% 144

Other funds holding JQC

Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
NCM
Newgate Capital Management Greenwich, Connecticut $121M AUM 3.73% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
U
UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
MIG
Mariner Investment Group Harrison, New York $346M AUM 25.25% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

J.W. Burns & Co's JQC Position: Q1 2014 in Review

J.W. Burns & Co sold out of Nuveen Credit Strategies Income Fund (JQC) in Q1 2014, closing a stake of 11,755 shares — an estimated $114K sold.

J.W. Burns & Co first reported a position in JQC in Q2 2013 and held it in 3 quarters. The position peaked at $117K in Q2 2013. 90 funds tracked by Wall St. Rank hold JQC as of Q1 2014.

  • J.W. Burns & Co reported no remaining Nuveen Credit Strategies Income Fund position as of Q1 2014 after selling out during the quarter.
  • J.W. Burns & Co sold 11,755 Nuveen Credit Strategies Income Fund shares in Q1 2014, an estimated $114K.
  • J.W. Burns & Co first reported a position in Nuveen Credit Strategies Income Fund in Q2 2013 and held it in 3 quarters.
  • J.W. Burns & Co's Nuveen Credit Strategies Income Fund position peaked at $117K in Q2 2013.
  • 90 funds tracked by Wall St. Rank held Nuveen Credit Strategies Income Fund as of Q1 2014.

Based on J.W. Burns & Co's 13F filing for Q1 2014, filed 3 Apr 2014.