Pathstone Family Office’s Nuveen Credit Strategies Income Fund JQC Stock Holding History

Pathstone Family Office’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
2023 Q2	–	Sell	-11,508	Closed	-$58.8K	–	1280
2023 Q1	$58.8K	Sell	11,508 -12,400	-52%	-$65.1K	﹤0.01%	1156
2022 Q4	$122K	Buy	+23,908	New	+$122K	﹤0.01%	1428
2022 Q3	–	Sell	-11,743	Closed	-$61K	–	1495
2022 Q2	$61K	Buy	11,743 +1,027	+10%	+$5.78K	﹤0.01%	1015
2022 Q1	$66K	Buy	10,716 +488	+5%	+$3.04K	﹤0.01%	938
2021 Q4	$66K	Buy	+10,228	New	+$66.4K	﹤0.01%	870
2021 Q1	–	Sell	-164	Closed	-$1K	–	1009
2020 Q4	$1K	Hold	164	–	–	﹤0.01%	1097
2020 Q3	$1K	Sell	164 -164	-50%	-$982	﹤0.01%	745
2020 Q2	$2K	Buy	+328	New	+$1.94K	﹤0.01%	633
2020 Q1	–	Sell	-4,297	Closed	-$330K	–	797
2019 Q4	$330K	Buy	+4,297	New	+$31.9K	﹤0.01%	346
2017 Q2	–	Sell	-2,122	Closed	-$18K	–	526
2017 Q1	$18K	Buy	+2,122	New	+$18.7K	0.01%	243

Other funds holding JQC

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

OHA

Oak Hill Advisors New York $878M AUM 106.46% 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

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

PCM

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

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

Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return

Pathstone Family Office's JQC Position: Q2 2023 in Review

Pathstone Family Office sold out of Nuveen Credit Strategies Income Fund (JQC) in Q2 2023, closing a stake of 11,508 shares — an estimated $58.8K sold.

Pathstone Family Office first reported a position in JQC in Q1 2017 and held it in 10 quarters. The position peaked at $330K in Q4 2019. 149 funds tracked by Wall St. Rank hold JQC as of Q2 2023.

Pathstone Family Office reported no remaining Nuveen Credit Strategies Income Fund position as of Q2 2023 after selling out during the quarter.
Pathstone Family Office sold 11,508 Nuveen Credit Strategies Income Fund shares in Q2 2023, an estimated $58.8K.
Pathstone Family Office first reported a position in Nuveen Credit Strategies Income Fund in Q1 2017 and held it in 10 quarters.
Pathstone Family Office's Nuveen Credit Strategies Income Fund position peaked at $330K in Q4 2019.
149 funds tracked by Wall St. Rank held Nuveen Credit Strategies Income Fund as of Q2 2023.

Based on Pathstone Family Office's 13F filing for Q2 2023, filed 14 Aug 2023.