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

OTA 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
2020 Q3	–	Sell	-41,742	Closed	-$243K	–	72
2020 Q2	$243K	Buy	+41,742	New	+$246K	0.28%	36
2019 Q4	–	Sell	-40,004	Closed	-$299K	–	66
2019 Q3	$299K	Buy	+40,004	New	+$305K	0.25%	36
2018 Q2	–	Sell	-55,453	Closed	-$440K	–	77
2018 Q1	$440K	Buy	+55,453	New	+$448K	0.15%	42
2017 Q3	–	Sell	-53,114	Closed	-$461K	–	66
2017 Q2	$461K	Hold	53,114	–	–	0.3%	36
2017 Q1	$461K	Buy	+53,114	New	+$469K	0.29%	39
2016 Q2	–	Sell	-39,407	Closed	-$311K	–	83
2016 Q1	$311K	Buy	+39,407	New	+$298K	0.54%	46
2014 Q4	–	Sell	-22,372	Closed	-$209K	–	91
2014 Q3	$209K	Buy	+22,372	New	+$203K	0.28%	60
2013 Q4	–	Sell	-164,459	Closed	-$1.54K	–	130
2013 Q3	$1.54K	Buy	+164,459	New	+$1.61M	0.86%	19

Other funds holding JQC

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

OHA

Oak Hill Advisors New York $878M AUM 106.46% 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

OCM

Oaktree Capital Management Los Angeles, California $6.56B AUM 42.97% 1-Year Est. Return

SCM

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

SIA

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

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

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

EVM

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

OTA Financial Group's JQC Position: Q3 2020 in Review

OTA Financial Group sold out of Nuveen Credit Strategies Income Fund (JQC) in Q3 2020, closing a stake of 41,742 shares — an estimated $243K sold.

OTA Financial Group first reported a position in JQC in Q3 2013 and held it in 8 quarters. The position peaked at $461K in Q2 2017. 129 funds tracked by Wall St. Rank hold JQC as of Q3 2020.

OTA Financial Group reported no remaining Nuveen Credit Strategies Income Fund position as of Q3 2020 after selling out during the quarter.
OTA Financial Group sold 41,742 Nuveen Credit Strategies Income Fund shares in Q3 2020, an estimated $243K.
OTA Financial Group first reported a position in Nuveen Credit Strategies Income Fund in Q3 2013 and held it in 8 quarters.
OTA Financial Group's Nuveen Credit Strategies Income Fund position peaked at $461K in Q2 2017.
129 funds tracked by Wall St. Rank held Nuveen Credit Strategies Income Fund as of Q3 2020.

Based on OTA Financial Group's 13F filing for Q3 2020, filed 28 Oct 2020.