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Waverly Advisors’s Nuveen Credit Strategies Income Fund JQC Stock Holding History

Waverly 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
2018
Q4 		– Sell
-11,437
Closed -$91K – 169
2018
Q3 		$91K Hold
11,437
– – 0.01% 187
2018
Q2 		$91K Buy
+11,437
New +$91.9K 0.01% 182

Other funds holding JQC

SCM
Saba Capital Management New York $3.62B AUM 13% 1-Year Est. Return
BI
Bramshill Investments Naples, Florida $1.16B AUM 0.86% 1-Year Est. Return
JP Morgan Chase
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
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
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
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Waverly Advisors's JQC Position: Q4 2018 in Review

Waverly Advisors sold out of Nuveen Credit Strategies Income Fund (JQC) in Q4 2018, closing a stake of 11,437 shares — an estimated $91K sold.

Waverly Advisors first reported a position in JQC in Q2 2018 and held it in 2 quarters. The position peaked at $91K in Q3 2018. 142 funds tracked by Wall St. Rank hold JQC as of Q4 2018.

  • Waverly Advisors reported no remaining Nuveen Credit Strategies Income Fund position as of Q4 2018 after selling out during the quarter.
  • Waverly Advisors sold 11,437 Nuveen Credit Strategies Income Fund shares in Q4 2018, an estimated $91K.
  • Waverly Advisors first reported a position in Nuveen Credit Strategies Income Fund in Q2 2018 and held it in 2 quarters.
  • Waverly Advisors's Nuveen Credit Strategies Income Fund position peaked at $91K in Q3 2018.
  • 142 funds tracked by Wall St. Rank held Nuveen Credit Strategies Income Fund as of Q4 2018.

Based on Waverly Advisors's 13F filing for Q4 2018, filed 13 Feb 2019.