Lenox Wealth Advisors’s Nuveen Credit Strategies Income Fund JQC Stock Holding History

Lenox Wealth Advisors’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
2019 Q1	–	Sell	-6,000	Closed	-$44K	–	619
2018 Q4	$44K	Hold	6,000	–	–	0.01%	131
2018 Q3	$48K	Hold	6,000	–	–	0.01%	141
2018 Q2	$48K	Hold	6,000	–	–	0.01%	139
2018 Q1	$48K	Hold	6,000	–	–	0.01%	172
2017 Q4	$49K	Hold	6,000	–	–	0.01%	101
2017 Q3	$51K	Hold	6,000	–	–	0.02%	52
2017 Q2	$52K	Hold	6,000	–	–	0.02%	53
2017 Q1	$52K	Hold	6,000	–	–	0.02%	47
2016 Q4	$53K	Hold	6,000	–	–	0.02%	52
2016 Q3	$51K	Hold	6,000	–	–	0.02%	83
2016 Q2	$48K	Buy	+6,000	New	+$47.8K	0.01%	90

Other funds holding JQC

SCM

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

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

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

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

PPA

Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return

PMG

Private Management Group Irvine, California $3.47B AUM 13.39% 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

TJHA

Thomas J. Herzfeld Advisors Miami Beach, Florida $294M AUM 2.62% 1-Year Est. Return

Lenox Wealth Advisors's JQC Position: Q1 2019 in Review

Lenox Wealth Advisors sold out of Nuveen Credit Strategies Income Fund (JQC) in Q1 2019, closing a stake of 6,000 shares — an estimated $44K sold.

Lenox Wealth Advisors first reported a position in JQC in Q2 2016 and held it in 11 quarters. The position peaked at $53K in Q4 2016. 137 funds tracked by Wall St. Rank hold JQC as of Q1 2019.

Lenox Wealth Advisors reported no remaining Nuveen Credit Strategies Income Fund position as of Q1 2019 after selling out during the quarter.
Lenox Wealth Advisors sold 6,000 Nuveen Credit Strategies Income Fund shares in Q1 2019, an estimated $44K.
Lenox Wealth Advisors first reported a position in Nuveen Credit Strategies Income Fund in Q2 2016 and held it in 11 quarters.
Lenox Wealth Advisors's Nuveen Credit Strategies Income Fund position peaked at $53K in Q4 2016.
137 funds tracked by Wall St. Rank held Nuveen Credit Strategies Income Fund as of Q1 2019.

Based on Lenox Wealth Advisors's 13F filing for Q1 2019, filed 9 Apr 2019.