Security National Trust’s Nuveen Credit Strategies Income Fund JQC Stock Holding History

Security National Trust’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
2014 Q4	–	Sell	-7,308	Closed	-$65K	–	510
2014 Q3	$65K	Hold	7,308	–	–	0.03%	256
2014 Q2	$68K	Hold	7,308	–	–	0.03%	253
2014 Q1	$69K	Hold	7,308	–	–	0.03%	254
2013 Q4	$71K	Hold	7,308	–	–	0.03%	245
2013 Q3	$68K	Hold	7,308	–	–	0.03%	236
2013 Q2	$73K	Buy	+7,308	New	+$74.9K	0.04%	229

Other funds holding JQC

RCM

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

PMG

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

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

AAM

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

NCM

Newgate Capital Management Greenwich, Connecticut $121M AUM 3.73% 1-Year Est. Return

MIG

Mariner Investment Group Harrison, New York $346M AUM 25.25% 1-Year Est. Return

SIA

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

Security National Trust's JQC Position: Q4 2014 in Review

Security National Trust sold out of Nuveen Credit Strategies Income Fund (JQC) in Q4 2014, closing a stake of 7,308 shares — an estimated $65K sold.

Security National Trust first reported a position in JQC in Q2 2013 and held it in 6 quarters. The position peaked at $73K in Q2 2013. 107 funds tracked by Wall St. Rank hold JQC as of Q4 2014.

Security National Trust reported no remaining Nuveen Credit Strategies Income Fund position as of Q4 2014 after selling out during the quarter.
Security National Trust sold 7,308 Nuveen Credit Strategies Income Fund shares in Q4 2014, an estimated $65K.
Security National Trust first reported a position in Nuveen Credit Strategies Income Fund in Q2 2013 and held it in 6 quarters.
Security National Trust's Nuveen Credit Strategies Income Fund position peaked at $73K in Q2 2013.
107 funds tracked by Wall St. Rank held Nuveen Credit Strategies Income Fund as of Q4 2014.

Based on Security National Trust's 13F filing for Q4 2014, filed 29 Jan 2015.