Tortoise Investment Management’s Nuveen Credit Strategies Income Fund JQC Stock Holding History

Tortoise Investment 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
2023 Q1	–	Sell	-4,130	Closed	-$21K	–	785
2022 Q4	$21K	Hold	4,130	–	–	﹤0.01%	449
2022 Q3	$21K	Hold	4,130	–	–	﹤0.01%	439
2022 Q2	$21K	Hold	4,130	–	–	﹤0.01%	422
2022 Q1	$26K	Hold	4,130	–	–	﹤0.01%	391
2021 Q4	$27K	Sell	4,130 -1,750	-30%	-$11.4K	0.01%	361
2021 Q3	$39K	Hold	5,880	–	–	0.01%	302
2021 Q2	$40K	Sell	5,880 -167,280	-97%	-$1.11M	0.01%	295
2021 Q1	$1.13M	Sell	173,160 -803,833	-82%	-$5.16M	0.25%	69
2020 Q4	$6.18M	Sell	976,993 -177,182	-15%	-$1.08M	1.41%	15
2020 Q3	$6.82M	Buy	+1,154,175	New	+$6.91M	1.66%	10
2020 Q2	–	Sell	-34,520	Closed	-$196K	–	531
2020 Q1	$196K	Buy	34,520 +31,520	+1,051%	+$218K	0.06%	129
2019 Q4	$23K	Sell	3,000 -27,250	-90%	-$202K	0.01%	302
2019 Q3	$226K	Sell	30,250 -22,500	-43%	-$172K	0.06%	130
2019 Q2	$418K	Sell	52,750 -115,830	-69%	-$915K	0.11%	103
2019 Q1	$1.3M	Sell	168,580 -897,306	-84%	-$6.95M	0.34%	53
2018 Q4	$7.89M	Buy	1,065,886 +486,434	+84%	+$3.72M	2.13%	7
2018 Q3	$4.62M	Buy	579,452 +163,787	+39%	+$1.3M	1.21%	21
2018 Q2	$3.31M	Buy	415,665 +98,610	+31%	+$793K	0.91%	24
2018 Q1	$2.52M	Buy	317,055 +120,725	+61%	+$976K	0.7%	33
2017 Q4	$1.61M	Buy	196,330 +177,455	+940%	+$1.47M	0.46%	39
2017 Q3	$160K	Sell	18,875 -13,225	-41%	-$112K	0.05%	141
2017 Q2	$276K	Sell	32,100 -62,700	-66%	-$547K	0.09%	106
2017 Q1	$824K	Sell	94,800 -411,938	-81%	-$3.64M	0.27%	57
2016 Q4	$4.49M	Sell	506,738 -943,203	-65%	-$8.04M	1.54%	16
2016 Q3	$12.3M	Sell	1,449,941 -32,127	-2%	-$268K	4.17%	4
2016 Q2	$12M	Sell	1,482,068 -286,483	-16%	-$2.28M	4.17%	4
2016 Q1	$14M	Buy	1,768,551 +56,764	+3%	+$429K	5.03%	4
2015 Q4	$13.4M	Buy	1,711,787 +712,163	+71%	+$5.6M	4.81%	5
2015 Q3	$7.98M	Buy	999,624 +798,253	+396%	+$6.72M	3.03%	7
2015 Q2	$1.73M	Buy	201,371 +127,371	+172%	+$1.14M	0.65%	31
2015 Q1	$670K	Buy	+74,000	New	+$660K	0.26%	55

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

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

RCM

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

AAM

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

Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return

Tortoise Investment Management's JQC Position: Q1 2023 in Review

Tortoise Investment Management sold out of Nuveen Credit Strategies Income Fund (JQC) in Q1 2023, closing a stake of 4,130 shares — an estimated $21K sold.

Tortoise Investment Management first reported a position in JQC in Q1 2015 and held it in 31 quarters. The position peaked at $14M in Q1 2016. 152 funds tracked by Wall St. Rank hold JQC as of Q1 2023.

Tortoise Investment Management reported no remaining Nuveen Credit Strategies Income Fund position as of Q1 2023 after selling out during the quarter.
Tortoise Investment Management sold 4,130 Nuveen Credit Strategies Income Fund shares in Q1 2023, an estimated $21K.
Tortoise Investment Management first reported a position in Nuveen Credit Strategies Income Fund in Q1 2015 and held it in 31 quarters.
Tortoise Investment Management's Nuveen Credit Strategies Income Fund position peaked at $14M in Q1 2016.
152 funds tracked by Wall St. Rank held Nuveen Credit Strategies Income Fund as of Q1 2023.

Based on Tortoise Investment Management's 13F filing for Q1 2023, filed 9 May 2023.