PFGIA
JQC icon

Patriot Financial Group Insurance Agency’s Nuveen Credit Strategies Income Fund JQC Stock Holding History

Patriot Financial Group Insurance Agency’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
2022
Q1 		– Sell
-1,450
Closed -$9K – 2149
2021
Q4 		$9K Hold
1,450
– – ﹤0.01% 1532
2021
Q3 		$10K Hold
1,450
– – ﹤0.01% 1482
2021
Q2 		$10K Hold
1,450
– – ﹤0.01% 1445
2021
Q1 		$9K Hold
1,450
– – ﹤0.01% 1383
2020
Q4 		$9K Sell
1,450
-250
-15% -$1.53K ﹤0.01% 1258
2020
Q3 		$10K Hold
1,700
– – ﹤0.01% 1037
2020
Q2 		$10K Hold
1,700
– – ﹤0.01% 982
2020
Q1 		$10K Hold
1,700
– – ﹤0.01% 862
2019
Q4 		$13K Hold
1,700
– – ﹤0.01% 782
2019
Q3 		$13K Hold
1,700
– – 0.01% 751
2019
Q2 		$13K Hold
1,700
– – 0.01% 751
2019
Q1 		$13K Hold
1,700
– – 0.01% 650
2018
Q4 		$13K Hold
1,700
– – 0.01% 561
2018
Q3 		$14K Hold
1,700
– – 0.01% 558
2018
Q2 		$14K Hold
1,700
– – 0.02% 349
2018
Q1 		$13K Sell
1,700
-10,540
-86% -$85.2K 0.01% 556
2017
Q4 		$100K Buy
12,240
+9,540
+353% +$78.9K 0.07% 212
2017
Q3 		$23K Sell
2,700
-5,227
-66% -$44.4K 0.02% 372
2017
Q2 		$68K Sell
7,927
-1,573
-17% -$13.7K 0.07% 196
2017
Q1 		$83K Buy
9,500
+167
+2% +$1.47K 0.09% 169
2016
Q4 		$81K Buy
+9,333
New +$79.6K 0.11% 158

Other funds holding JQC

PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.79% 1-Year Est. Return
BI
Bramshill Investments Naples, Florida $1.16B AUM 0.86% 1-Year Est. Return
SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
OHA
Oak Hill Advisors New York $878M AUM 106.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Invesco
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
EVM
Eaton Vance Management Boston, Massachusetts $67.5B AUM 11.44% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Patriot Financial Group Insurance Agency's JQC Position: Q1 2022 in Review

Patriot Financial Group Insurance Agency sold out of Nuveen Credit Strategies Income Fund (JQC) in Q1 2022, closing a stake of 1,450 shares — an estimated $9K sold.

Patriot Financial Group Insurance Agency first reported a position in JQC in Q4 2016 and held it in 21 quarters. The position peaked at $100K in Q4 2017. 152 funds tracked by Wall St. Rank hold JQC as of Q1 2022.

  • Patriot Financial Group Insurance Agency reported no remaining Nuveen Credit Strategies Income Fund position as of Q1 2022 after selling out during the quarter.
  • Patriot Financial Group Insurance Agency sold 1,450 Nuveen Credit Strategies Income Fund shares in Q1 2022, an estimated $9K.
  • Patriot Financial Group Insurance Agency first reported a position in Nuveen Credit Strategies Income Fund in Q4 2016 and held it in 21 quarters.
  • Patriot Financial Group Insurance Agency's Nuveen Credit Strategies Income Fund position peaked at $100K in Q4 2017.
  • 152 funds tracked by Wall St. Rank held Nuveen Credit Strategies Income Fund as of Q1 2022.

Based on Patriot Financial Group Insurance Agency's 13F filing for Q1 2022, filed 11 May 2022.