Shepherd Kaplan Krochuk’s Nuveen Credit Strategies Income Fund JQC Stock Holding History

Shepherd Kaplan Krochuk’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
2018 Q4	–	Sell	-66,550	Closed	-$530K	–	219
2018 Q3	$530K	Hold	66,550	–	–	0.27%	90
2018 Q2	$529K	Buy	66,550 +15,590	+31%	+$125K	0.32%	92
2018 Q1	$405K	Buy	+50,960	New	+$412K	0.25%	117
2016 Q1	–	Sell	-38,000	Closed	-$298K	–	329
2015 Q4	$298K	Sell	38,000 -41,700	-52%	-$328K	0.08%	202
2015 Q3	$636K	Sell	79,700 -12,090	-13%	-$102K	0.17%	92
2015 Q2	$791K	Hold	91,790	–	–	0.15%	122
2015 Q1	$830K	Sell	91,790 -15,580	-15%	-$139K	0.15%	119
2014 Q4	$941K	Hold	107,370	–	–	0.15%	139
2014 Q3	$959K	Hold	107,370	–	–	0.12%	142
2014 Q2	$1M	Buy	107,370 +35,370	+49%	+$331K	0.11%	141
2014 Q1	$684K	Hold	72,000	–	–	0.08%	179
2013 Q4	$700K	Hold	72,000	–	–	0.09%	165
2013 Q3	$674K	Hold	72,000	–	–	0.11%	165
2013 Q2	$720K	Buy	+72,000	New	+$738K	0.14%	146

Other funds holding JQC

SCM

Saba Capital Management New York $3.62B AUM 13% 1-Year Est. Return

Bramshill Investments Naples, Florida $1.16B AUM 0.86% 1-Year Est. Return

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

RCM

Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return

RCA

Restructuring Capital Associates Stamford, Connecticut $115M AUM 20.18% 1-Year Est. Return

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

PPA

Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return

PMG

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

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

Shepherd Kaplan Krochuk's JQC Position: Q4 2018 in Review

Shepherd Kaplan Krochuk sold out of Nuveen Credit Strategies Income Fund (JQC) in Q4 2018, closing a stake of 66,550 shares — an estimated $530K sold.

Shepherd Kaplan Krochuk first reported a position in JQC in Q2 2013 and held it in 14 quarters. The position peaked at $1M in Q2 2014. 142 funds tracked by Wall St. Rank hold JQC as of Q4 2018.

Shepherd Kaplan Krochuk reported no remaining Nuveen Credit Strategies Income Fund position as of Q4 2018 after selling out during the quarter.
Shepherd Kaplan Krochuk sold 66,550 Nuveen Credit Strategies Income Fund shares in Q4 2018, an estimated $530K.
Shepherd Kaplan Krochuk first reported a position in Nuveen Credit Strategies Income Fund in Q2 2013 and held it in 14 quarters.
Shepherd Kaplan Krochuk's Nuveen Credit Strategies Income Fund position peaked at $1M in Q2 2014.
142 funds tracked by Wall St. Rank held Nuveen Credit Strategies Income Fund as of Q4 2018.

Based on Shepherd Kaplan Krochuk's 13F filing for Q4 2018, filed 12 Feb 2019.