Wealthspire Advisors (Maryland)’s Nuveen Credit Strategies Income Fund JQC Stock Holding History

Wealthspire Advisors (Maryland)’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
2019 Q2	–	Sell	-2,000	Closed	-$15K	–	1246
2019 Q1	$15K	Buy	2,000 +1,000	+100%	+$7.75K	﹤0.01%	1384
2018 Q4	$7K	Hold	1,000	–	–	﹤0.01%	1600
2018 Q3	$8K	Hold	1,000	–	–	﹤0.01%	1609
2018 Q2	$8K	Sell	1,000 -3,500	-78%	-$28.1K	﹤0.01%	1619
2018 Q1	$36K	Sell	4,500 -500	-10%	-$4.04K	﹤0.01%	1104
2017 Q4	$41K	Sell	5,000 -6,032	-55%	-$49.9K	﹤0.01%	1084
2017 Q3	$94K	Sell	11,032 -4,852	-31%	-$41.2K	0.01%	735
2017 Q2	$137K	Buy	15,884 +14,977	+1,651%	+$131K	0.02%	576
2017 Q1	$8K	Hold	907	–	–	﹤0.01%	1403
2016 Q4	$8K	Buy	+907	New	+$7.73K	﹤0.01%	1291

Other funds holding JQC

SCM

Saba Capital Management New York $3.62B AUM 13% 1-Year Est. Return

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

PMG

Private Management Group Irvine, California $3.47B AUM 13.39% 1-Year Est. Return

EVM

Eaton Vance Management Boston, Massachusetts $67.5B AUM 11.44% 1-Year Est. Return

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

PPA

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

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

Wealthspire Advisors (Maryland)'s JQC Position: Q2 2019 in Review

Wealthspire Advisors (Maryland) sold out of Nuveen Credit Strategies Income Fund (JQC) in Q2 2019, closing a stake of 2,000 shares — an estimated $15K sold.

Wealthspire Advisors (Maryland) first reported a position in JQC in Q4 2016 and held it in 10 quarters. The position peaked at $137K in Q2 2017. 131 funds tracked by Wall St. Rank hold JQC as of Q2 2019.

Wealthspire Advisors (Maryland) reported no remaining Nuveen Credit Strategies Income Fund position as of Q2 2019 after selling out during the quarter.
Wealthspire Advisors (Maryland) sold 2,000 Nuveen Credit Strategies Income Fund shares in Q2 2019, an estimated $15K.
Wealthspire Advisors (Maryland) first reported a position in Nuveen Credit Strategies Income Fund in Q4 2016 and held it in 10 quarters.
Wealthspire Advisors (Maryland)'s Nuveen Credit Strategies Income Fund position peaked at $137K in Q2 2017.
131 funds tracked by Wall St. Rank held Nuveen Credit Strategies Income Fund as of Q2 2019.

Based on Wealthspire Advisors (Maryland)'s 13F filing for Q2 2019, filed 12 Aug 2019.