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WealthPLAN Partners’s Nuveen Credit Strategies Income Fund JQC Stock Holding History

WealthPLAN Partners’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
2016
Q3 		$4.42K Hold
525
– – ﹤0.01% 741
2016
Q2 		$4.24K Buy
+525
New +$4.19K ﹤0.01% 2040

Other funds holding JQC

RCM
Rivernorth Capital Management West Palm Beach, Florida $2.1B AUM 2.15% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
PMG
Private Management Group Irvine, California $3.8B AUM 23.19% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return
RCA
Restructuring Capital Associates Stamford, Connecticut $115M AUM 20.18% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
FIMG
Financial & Investment Management Group Traverse City, Michigan $274M AUM 8.43% 1-Year Est. Return
TIM
Tortoise Investment Management White Plains, New York $1.34B AUM 16.05% 1-Year Est. Return

WealthPLAN Partners's JQC Position: Q3 2016 in Review

WealthPLAN Partners held its Nuveen Credit Strategies Income Fund (JQC) position steady in Q3 2016 at 525 shares worth $4.42K. The position accounts for ﹤0.01% of the portfolio, ranked #741.

WealthPLAN Partners first reported a position in JQC in Q2 2016 and has held it in 2 quarters since. 113 funds tracked by Wall St. Rank hold JQC as of Q3 2016.

  • WealthPLAN Partners held 525 shares of Nuveen Credit Strategies Income Fund worth $4.42K as of Q3 2016.
  • WealthPLAN Partners left its Nuveen Credit Strategies Income Fund share count unchanged in Q3 2016.
  • Nuveen Credit Strategies Income Fund made up ﹤0.01% of WealthPLAN Partners's portfolio in Q3 2016, its #741 holding.
  • WealthPLAN Partners first reported a position in Nuveen Credit Strategies Income Fund in Q2 2016 and has held it in 2 quarters since.
  • 113 funds tracked by Wall St. Rank held Nuveen Credit Strategies Income Fund as of Q3 2016.

Based on WealthPLAN Partners's 13F filing for Q3 2016, filed 9 Dec 2016.