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

Selective 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
2022 Q4	–	Sell	-700	Closed	-$4K	–	442
2022 Q3	$4K	Hold	700	–	–	﹤0.01%	614
2022 Q2	$4K	Hold	700	–	–	﹤0.01%	649
2022 Q1	$4K	Hold	700	–	–	﹤0.01%	611
2021 Q4	$5K	Hold	700	–	–	﹤0.01%	550
2021 Q3	$5K	Buy	+700	New	+$4.56K	﹤0.01%	492
2020 Q2	–	Sell	-2,300	Closed	-$13K	–	423
2020 Q1	$13K	Buy	+2,300	New	+$15.9K	0.02%	137
2018 Q3	$5K	Buy	+663	New	+$5.27K	0.06%	113

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

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

SCM

Saba Capital Management New York $3.62B AUM 13% 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

SIA

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

AAM

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

Selective Wealth Management's JQC Position: Q4 2022 in Review

Selective Wealth Management sold out of Nuveen Credit Strategies Income Fund (JQC) in Q4 2022, closing a stake of 700 shares — an estimated $4K sold.

Selective Wealth Management first reported a position in JQC in Q3 2018 and held it in 7 quarters. The position peaked at $13K in Q1 2020. 150 funds tracked by Wall St. Rank hold JQC as of Q4 2022.

Selective Wealth Management reported no remaining Nuveen Credit Strategies Income Fund position as of Q4 2022 after selling out during the quarter.
Selective Wealth Management sold 700 Nuveen Credit Strategies Income Fund shares in Q4 2022, an estimated $4K.
Selective Wealth Management first reported a position in Nuveen Credit Strategies Income Fund in Q3 2018 and held it in 7 quarters.
Selective Wealth Management's Nuveen Credit Strategies Income Fund position peaked at $13K in Q1 2020.
150 funds tracked by Wall St. Rank held Nuveen Credit Strategies Income Fund as of Q4 2022.

Based on Selective Wealth Management's 13F filing for Q4 2022, filed 23 Jan 2023.