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Vivaldi Capital Management’s Nuveen Credit Strategies Income Fund JQC Stock Holding History

Vivaldi Capital 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
2024
Q3 		– Sell
-194,512
Closed -$1.08M – 238
2024
Q2 		$1.08M Sell
194,512
-29,293
-13% -$163K 0.31% 83
2024
Q1 		$1.27M Sell
223,805
-20,710
-8% -$112K 0.37% 70
2023
Q4 		$1.32M Buy
+244,515
New +$1.23M 0.4% 71

Other funds holding JQC

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OHA
Oak Hill Advisors New York $878M AUM 106.46% 1-Year Est. Return
PCM
Penserra Capital Management Orinda, California $8.52B AUM 37.76% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
Pathstone Holdings
Pathstone Holdings Englewood, New Jersey $25.1B AUM 22.95% 1-Year Est. Return

Vivaldi Capital Management's JQC Position: Q3 2024 in Review

Vivaldi Capital Management sold out of Nuveen Credit Strategies Income Fund (JQC) in Q3 2024, closing a stake of 194,512 shares — an estimated $1.08M sold.

Vivaldi Capital Management first reported a position in JQC in Q4 2023 and held it in 3 quarters. The position peaked at $1.32M in Q4 2023. 143 funds tracked by Wall St. Rank hold JQC as of Q3 2024.

  • Vivaldi Capital Management reported no remaining Nuveen Credit Strategies Income Fund position as of Q3 2024 after selling out during the quarter.
  • Vivaldi Capital Management sold 194,512 Nuveen Credit Strategies Income Fund shares in Q3 2024, an estimated $1.08M.
  • Vivaldi Capital Management first reported a position in Nuveen Credit Strategies Income Fund in Q4 2023 and held it in 3 quarters.
  • Vivaldi Capital Management's Nuveen Credit Strategies Income Fund position peaked at $1.32M in Q4 2023.
  • 143 funds tracked by Wall St. Rank held Nuveen Credit Strategies Income Fund as of Q3 2024.

Based on Vivaldi Capital Management's 13F filing for Q3 2024, filed 14 Nov 2024.