Optimum Investment Advisors’s Nuveen Credit Strategies Income Fund JQC Stock Holding History

Optimum Investment 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
2020 Q2	–	Sell	-1,500	Closed	-$9K	–	894
2020 Q1	$9K	Hold	1,500	–	–	﹤0.01%	695
2019 Q4	$12K	Hold	1,500	–	–	﹤0.01%	749
2019 Q3	$11K	Hold	1,500	–	–	﹤0.01%	783
2019 Q2	$12K	Hold	1,500	–	–	﹤0.01%	752
2019 Q1	$12K	Buy	+1,500	New	+$11.6K	﹤0.01%	774

Other funds holding JQC

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

SCM

Saba Capital Management New York $3.62B AUM 13% 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

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

SIA

Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return

EVM

Eaton Vance Management Boston, Massachusetts $67.5B AUM 11.44% 1-Year Est. Return

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

TJHA

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

PCM

Penserra Capital Management Orinda, California $8.52B AUM 37.76% 1-Year Est. Return

Optimum Investment Advisors's JQC Position: Q2 2020 in Review

Optimum Investment Advisors sold out of Nuveen Credit Strategies Income Fund (JQC) in Q2 2020, closing a stake of 1,500 shares — an estimated $9K sold.

Optimum Investment Advisors first reported a position in JQC in Q1 2019 and held it in 5 quarters. The position peaked at $12K in Q4 2019. 129 funds tracked by Wall St. Rank hold JQC as of Q2 2020.

Optimum Investment Advisors reported no remaining Nuveen Credit Strategies Income Fund position as of Q2 2020 after selling out during the quarter.
Optimum Investment Advisors sold 1,500 Nuveen Credit Strategies Income Fund shares in Q2 2020, an estimated $9K.
Optimum Investment Advisors first reported a position in Nuveen Credit Strategies Income Fund in Q1 2019 and held it in 5 quarters.
Optimum Investment Advisors's Nuveen Credit Strategies Income Fund position peaked at $12K in Q4 2019.
129 funds tracked by Wall St. Rank held Nuveen Credit Strategies Income Fund as of Q2 2020.

Based on Optimum Investment Advisors's 13F filing for Q2 2020, filed 16 Jul 2020.