Next Financial Group’s Nuveen Credit Strategies Income Fund JQC Stock Holding History

Next Financial Group’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
2021 Q4	$101K	Sell	15,584 -134,134	-90%	-$871K	0.01%	1156
2021 Q3	$988K	Buy	149,718 +147,418	+6,409%	+$961K	0.08%	279
2021 Q2	$16K	Hold	2,300	–	–	﹤0.01%	1833
2021 Q1	$15K	Hold	2,300	–	–	﹤0.01%	1739
2020 Q4	$15K	Hold	2,300	–	–	﹤0.01%	1647
2020 Q3	$14K	Buy	+2,300	New	+$13.8K	﹤0.01%	1525
2020 Q2	–	Sell	-34,567	Closed	-$196K	–	1269
2020 Q1	$196K	Buy	34,567 +32,267	+1,403%	+$223K	0.03%	534
2019 Q4	$18K	Sell	2,300 -5,520	-71%	-$41K	﹤0.01%	1564
2019 Q3	$58K	Buy	+7,820	New	+$59.6K	0.01%	1101
2019 Q2	–	Sell	-2,570	Closed	-$20K	–	2341
2019 Q1	$20K	Hold	2,570	–	–	0.01%	962
2018 Q4	$19K	Hold	2,570	–	–	﹤0.01%	1113
2018 Q3	$20K	Buy	+2,570	New	+$20.4K	0.01%	787
2017 Q4	–	Sell	-2,570	Closed	-$22K	–	863
2017 Q3	$22K	Hold	2,570	–	–	0.01%	942
2017 Q2	$22K	Buy	+2,570	New	+$22.4K	0.01%	1041
2017 Q1	–	Sell	-2,475	Closed	-$22K	–	2085
2016 Q4	$22K	Hold	2,475	–	–	﹤0.01%	1332
2016 Q3	$21K	Buy	2,475 +1,275	+106%	+$10.7K	﹤0.01%	1336
2016 Q2	$9K	Hold	1,200	–	–	﹤0.01%	1224
2016 Q1	$9K	Hold	1,200	–	–	﹤0.01%	1197
2015 Q4	$9K	Buy	+1,200	New	+$9.43K	﹤0.01%	1207
2014 Q4	–	Sell	-4,950	Closed	-$44K	–	2128
2014 Q3	$44K	Buy	+4,950	New	+$44.9K	0.01%	1009

Other funds holding JQC

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

PPA

Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 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

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

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 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

Next Financial Group's JQC Position: Q4 2021 in Review

Next Financial Group reduced its Nuveen Credit Strategies Income Fund (JQC) stake by 90% in Q4 2021, selling an estimated $871K and leaving 15,584 shares worth $101K. The position accounts for 0.01% of the portfolio, ranked #1156.

Next Financial Group first reported a position in JQC in Q3 2014 and has held it in 20 quarters since. The position peaked at $988K in Q3 2021. 145 funds tracked by Wall St. Rank hold JQC as of Q4 2021.

Next Financial Group held 15,584 shares of Nuveen Credit Strategies Income Fund worth $101K as of Q4 2021.
Next Financial Group sold 134,134 Nuveen Credit Strategies Income Fund shares in Q4 2021, an estimated $871K.
Nuveen Credit Strategies Income Fund made up 0.01% of Next Financial Group's portfolio in Q4 2021, its #1156 holding.
Next Financial Group first reported a position in Nuveen Credit Strategies Income Fund in Q3 2014 and has held it in 20 quarters since.
Next Financial Group's Nuveen Credit Strategies Income Fund position peaked at $988K in Q3 2021.
145 funds tracked by Wall St. Rank held Nuveen Credit Strategies Income Fund as of Q4 2021.

Based on Next Financial Group's 13F filing for Q4 2021, filed 15 Feb 2022.