Perigon Wealth Management’s Nuveen Credit Strategies Income Fund JQC Stock Holding History

Perigon Wealth Management’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
2024 Q1	–	Sell	-11,730	Closed	-$61.2K	–	879
2023 Q4	$61.2K	Sell	11,730 -500	-4%	-$2.52K	﹤0.01%	819
2023 Q3	$61.9K	Buy	+12,230	New	+$62.1K	﹤0.01%	766
2021 Q1	–	Sell	-4,230	Closed	-$27K	–	784
2020 Q4	$27K	Buy	+4,230	New	+$25.8K	﹤0.01%	936
2018 Q2	–	Sell	-4,230	Closed	-$34K	–	442
2018 Q1	$34K	Hold	4,230	–	–	0.01%	365
2017 Q4	$35K	Hold	4,230	–	–	0.01%	336
2017 Q3	$36K	Buy	+4,230	New	+$35.9K	0.01%	377

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

Pathstone Holdings Englewood, New Jersey $25.1B AUM 22.95% 1-Year Est. Return

PCM

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

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

Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return

PMG

Private Management Group Irvine, California $3.47B AUM 13.39% 1-Year Est. Return

AAM

Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Perigon Wealth Management's JQC Position: Q1 2024 in Review

Perigon Wealth Management sold out of Nuveen Credit Strategies Income Fund (JQC) in Q1 2024, closing a stake of 11,730 shares — an estimated $61.2K sold.

Perigon Wealth Management first reported a position in JQC in Q3 2017 and held it in 6 quarters. The position peaked at $61.9K in Q3 2023. 151 funds tracked by Wall St. Rank hold JQC as of Q1 2024.

Perigon Wealth Management reported no remaining Nuveen Credit Strategies Income Fund position as of Q1 2024 after selling out during the quarter.
Perigon Wealth Management sold 11,730 Nuveen Credit Strategies Income Fund shares in Q1 2024, an estimated $61.2K.
Perigon Wealth Management first reported a position in Nuveen Credit Strategies Income Fund in Q3 2017 and held it in 6 quarters.
Perigon Wealth Management's Nuveen Credit Strategies Income Fund position peaked at $61.9K in Q3 2023.
151 funds tracked by Wall St. Rank held Nuveen Credit Strategies Income Fund as of Q1 2024.

Based on Perigon Wealth Management's 13F filing for Q1 2024, filed 29 Apr 2024.