Roosevelt Investment Group’s Nuveen Credit Strategies Income Fund JQC Stock Holding History

Roosevelt Investment 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
2022 Q3	–	Sell	-10,633	Closed	-$55K	–	295
2022 Q2	$55K	Hold	10,633	–	–	﹤0.01%	286
2022 Q1	$66K	Hold	10,633	–	–	﹤0.01%	290
2021 Q4	$69K	Sell	10,633 -270	-2%	-$1.75K	﹤0.01%	285
2021 Q3	$72K	Buy	10,903 +43	+0.4%	+$280	﹤0.01%	247
2021 Q2	$73K	Hold	10,860	–	–	﹤0.01%	247
2021 Q1	$71K	Sell	10,860 -273	-2%	-$1.75K	﹤0.01%	243
2020 Q4	$70K	Hold	11,133	–	–	0.01%	222
2020 Q3	$66K	Hold	11,133	–	–	0.01%	214
2020 Q2	$65K	Hold	11,133	–	–	0.01%	170
2020 Q1	$63K	Hold	11,133	–	–	0.01%	160
2019 Q4	$85K	Hold	11,133	–	–	0.01%	155
2019 Q3	$83K	Sell	11,133 -365	-3%	-$2.78K	0.01%	151
2019 Q2	$91K	Sell	11,498 -148	-1%	-$1.17K	0.01%	149
2019 Q1	$90K	Hold	11,646	–	–	0.01%	148
2018 Q4	$86K	Buy	+11,646	New	+$89.2K	0.01%	205

Other funds holding JQC

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

RCM

Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 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

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

Bramshill Investments Naples, Florida $1.16B AUM 0.86% 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

Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

Roosevelt Investment Group's JQC Position: Q3 2022 in Review

Roosevelt Investment Group sold out of Nuveen Credit Strategies Income Fund (JQC) in Q3 2022, closing a stake of 10,633 shares — an estimated $55K sold.

Roosevelt Investment Group first reported a position in JQC in Q4 2018 and held it in 15 quarters. The position peaked at $91K in Q2 2019. 147 funds tracked by Wall St. Rank hold JQC as of Q3 2022.

Roosevelt Investment Group reported no remaining Nuveen Credit Strategies Income Fund position as of Q3 2022 after selling out during the quarter.
Roosevelt Investment Group sold 10,633 Nuveen Credit Strategies Income Fund shares in Q3 2022, an estimated $55K.
Roosevelt Investment Group first reported a position in Nuveen Credit Strategies Income Fund in Q4 2018 and held it in 15 quarters.
Roosevelt Investment Group's Nuveen Credit Strategies Income Fund position peaked at $91K in Q2 2019.
147 funds tracked by Wall St. Rank held Nuveen Credit Strategies Income Fund as of Q3 2022.

Based on Roosevelt Investment Group's 13F filing for Q3 2022, filed 19 Oct 2022.