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United Capital Financial Advisors’s Nuveen Credit Strategies Income Fund JQC Stock Holding History

United Capital Financial Advisors’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
-14,297
Closed -$74K – 1120
2022
Q2 		$74K Hold
14,297
– – ﹤0.01% 1098
2022
Q1 		$88K Sell
14,297
-1,776
-11% -$11.1K ﹤0.01% 1136
2021
Q4 		$104K Sell
16,073
-10,325
-39% -$67K ﹤0.01% 1177
2021
Q3 		$173K Sell
26,398
-1,647
-6% -$10.7K ﹤0.01% 1153
2021
Q2 		$189K Buy
28,045
+7,133
+34% +$47.2K ﹤0.01% 1176
2021
Q1 		$136K Sell
20,912
-982
-4% -$6.31K ﹤0.01% 1154
2020
Q4 		$139K Sell
21,894
-4,918
-18% -$30.1K ﹤0.01% 1150
2020
Q3 		$158K Sell
26,812
-9,045
-25% -$54.2K ﹤0.01% 1090
2020
Q2 		$209K Sell
35,857
-20,704
-37% -$122K ﹤0.01% 1094
2020
Q1 		$321K Sell
56,561
-3,716
-6% -$25.7K ﹤0.01% 956
2019
Q4 		$462K Sell
60,277
-9,813
-14% -$72.9K ﹤0.01% 1019
2019
Q3 		$524K Sell
70,090
-6,806
-9% -$51.9K ﹤0.01% 936
2019
Q2 		$609K Sell
76,896
-3,942
-5% -$31.2K ﹤0.01% 972
2019
Q1 		$630K Sell
80,838
-48,094
-37% -$373K ﹤0.01% 915
2018
Q4 		$954K Sell
128,932
-393,974
-75% -$3.02M 0.01% 728
2018
Q3 		$4.17M Sell
522,906
-869,788
-62% -$6.91M 0.03% 468
2018
Q2 		$11.1M Sell
1,392,694
-76,357
-5% -$614K 0.08% 280
2018
Q1 		$11.7M Buy
1,469,051
+36,745
+3% +$297K 0.09% 259
2017
Q4 		$11.8M Buy
1,432,306
+60,086
+4% +$497K 0.09% 267
2017
Q3 		$11.7M Buy
1,372,220
+46,752
+4% +$397K 0.1% 246
2017
Q2 		$11.4M Buy
1,325,468
+122,083
+10% +$1.07M 0.1% 241
2017
Q1 		$10.5M Buy
1,203,385
+69,518
+6% +$614K 0.1% 252
2016
Q4 		$10M Buy
1,133,867
+113,529
+11% +$968K 0.1% 255
2016
Q3 		$8.65M Buy
1,020,338
+394,203
+63% +$3.29M 0.08% 294
2016
Q2 		$5.01M Sell
626,135
-14,422
-2% -$115K 0.05% 363
2016
Q1 		$5.07M Sell
640,557
-71,083
-10% -$538K 0.06% 330
2015
Q4 		$5.58M Buy
711,640
+48,062
+7% +$378K 0.06% 309
2015
Q3 		$5.29M Buy
663,578
+82,934
+14% +$698K 0.06% 309
2015
Q2 		$5M Buy
580,644
+241,121
+71% +$2.16M 0.06% 338
2015
Q1 		$3.08M Buy
339,523
+86,342
+34% +$770K 0.04% 458
2014
Q4 		$2.22M Sell
253,181
-61,103
-19% -$535K 0.03% 443
2014
Q3 		$2.81M Buy
314,284
+4,154
+1% +$37.7K 0.05% 352
2014
Q2 		$2.9M Buy
310,130
+220,031
+244% +$2.06M 0.05% 334
2014
Q1 		$857K Buy
+90,099
New +$861K 0.02% 516

Other funds holding JQC

Morgan Stanley
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
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
BI
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
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

United Capital Financial Advisors's JQC Position: Q3 2022 in Review

United Capital Financial Advisors sold out of Nuveen Credit Strategies Income Fund (JQC) in Q3 2022, closing a stake of 14,297 shares — an estimated $74K sold.

United Capital Financial Advisors first reported a position in JQC in Q1 2014 and held it in 34 quarters. The position peaked at $11.8M in Q4 2017. 147 funds tracked by Wall St. Rank hold JQC as of Q3 2022.

  • United Capital Financial Advisors reported no remaining Nuveen Credit Strategies Income Fund position as of Q3 2022 after selling out during the quarter.
  • United Capital Financial Advisors sold 14,297 Nuveen Credit Strategies Income Fund shares in Q3 2022, an estimated $74K.
  • United Capital Financial Advisors first reported a position in Nuveen Credit Strategies Income Fund in Q1 2014 and held it in 34 quarters.
  • United Capital Financial Advisors's Nuveen Credit Strategies Income Fund position peaked at $11.8M in Q4 2017.
  • 147 funds tracked by Wall St. Rank held Nuveen Credit Strategies Income Fund as of Q3 2022.

Based on United Capital Financial Advisors's 13F filing for Q3 2022, filed 14 Nov 2022.