Walled Lake Planning & Wealth Management’s Nuveen Credit Strategies Income Fund JQC Stock Holding History

Walled Lake Planning & 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
2021 Q1	–	Sell	-59	Closed	–	–	347
2020 Q4	$0	Sell	59 -53	-47%	-$324	﹤0.01%	336
2020 Q3	$1K	Buy	112 +4	+4%	+$24	﹤0.01%	319
2020 Q2	$1K	Buy	108 +5	+5%	+$29	﹤0.01%	311
2020 Q1	$1K	Buy	+103	New	+$713	﹤0.01%	300

Other funds holding JQC

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

OHA

Oak Hill Advisors New York $878M AUM 106.46% 1-Year Est. Return

RCM

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

SIA

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

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

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

PCM

Penserra Capital Management Orinda, California $8.52B AUM 37.76% 1-Year Est. Return

PPA

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

KKRC

Kohlberg Kravis Roberts & Co New York $5.35B AUM 63.01% 1-Year Est. Return

Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

Walled Lake Planning & Wealth Management's JQC Position: Q1 2021 in Review

Walled Lake Planning & Wealth Management sold out of Nuveen Credit Strategies Income Fund (JQC) in Q1 2021, closing a stake of 59 shares.

Walled Lake Planning & Wealth Management first reported a position in JQC in Q1 2020 and held it in 4 quarters. The position peaked at $1K in Q3 2020. 131 funds tracked by Wall St. Rank hold JQC as of Q1 2021.

Walled Lake Planning & Wealth Management reported no remaining Nuveen Credit Strategies Income Fund position as of Q1 2021 after selling out during the quarter.
Walled Lake Planning & Wealth Management sold 59 Nuveen Credit Strategies Income Fund shares in Q1 2021.
Walled Lake Planning & Wealth Management first reported a position in Nuveen Credit Strategies Income Fund in Q1 2020 and held it in 4 quarters.
Walled Lake Planning & Wealth Management's Nuveen Credit Strategies Income Fund position peaked at $1K in Q3 2020.
131 funds tracked by Wall St. Rank held Nuveen Credit Strategies Income Fund as of Q1 2021.

Based on Walled Lake Planning & Wealth Management's 13F filing for Q1 2021, filed 17 May 2021.