Westchester Capital Management (New York)’s Nuveen Credit Strategies Income Fund JQC Stock Holding History

Westchester Capital Management (New York)’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	-114,973	Closed	-$638K	–	207
2024 Q2	$638K	Hold	114,973	–	–	0.02%	149
2024 Q1	$640K	Hold	114,973	–	–	0.02%	173
2023 Q4	$600K	Sell	114,973 -101,339	-47%	-$511K	0.02%	199
2023 Q3	$1.09M	Sell	216,312 -48,623	-18%	-$247K	0.03%	210
2023 Q2	$1.34M	Hold	264,935	–	–	0.04%	220
2023 Q1	$1.35M	Hold	264,935	–	–	0.04%	262
2022 Q4	$1.35M	Hold	264,935	–	–	0.04%	331
2022 Q3	$1.35M	Hold	264,935	–	–	0.04%	321
2022 Q2	$1.38M	Hold	264,935	–	–	0.04%	280
2022 Q1	$1.64M	Buy	+264,935	New	+$1.65M	0.04%	252
2019 Q4	–	Sell	-5,228	Closed	-$39K	–	166
2019 Q3	$39K	Hold	5,228	–	–	﹤0.01%	133
2019 Q2	$41K	Hold	5,228	–	–	﹤0.01%	125
2019 Q1	$40K	Buy	5,228 +58	+1%	+$449	﹤0.01%	113
2018 Q4	$38K	Hold	5,170	–	–	﹤0.01%	110
2018 Q3	$41K	Hold	5,170	–	–	﹤0.01%	116
2018 Q2	$41K	Hold	5,170	–	–	﹤0.01%	103
2018 Q1	$41K	Buy	+5,170	New	+$41.8K	﹤0.01%	104
2017 Q2	–	Sell	-568,550	Closed	-$4.94M	–	92
2017 Q1	$4.94M	Sell	568,550 -99,040	-15%	-$874K	0.14%	70
2016 Q4	$5.91M	Buy	+667,590	New	+$5.69M	0.15%	71

Other funds holding JQC

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

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

Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return

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

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 Englewood, New Jersey $25.1B AUM 22.95% 1-Year Est. Return

Westchester Capital Management (New York)'s JQC Position: Q3 2024 in Review

Westchester Capital Management (New York) sold out of Nuveen Credit Strategies Income Fund (JQC) in Q3 2024, closing a stake of 114,973 shares — an estimated $638K sold.

Westchester Capital Management (New York) first reported a position in JQC in Q4 2016 and held it in 19 quarters. The position peaked at $5.91M in Q4 2016. 143 funds tracked by Wall St. Rank hold JQC as of Q3 2024.

Westchester Capital Management (New York) reported no remaining Nuveen Credit Strategies Income Fund position as of Q3 2024 after selling out during the quarter.
Westchester Capital Management (New York) sold 114,973 Nuveen Credit Strategies Income Fund shares in Q3 2024, an estimated $638K.
Westchester Capital Management (New York) first reported a position in Nuveen Credit Strategies Income Fund in Q4 2016 and held it in 19 quarters.
Westchester Capital Management (New York)'s Nuveen Credit Strategies Income Fund position peaked at $5.91M in Q4 2016.
143 funds tracked by Wall St. Rank held Nuveen Credit Strategies Income Fund as of Q3 2024.

Based on Westchester Capital Management (New York)'s 13F filing for Q3 2024, filed 14 Nov 2024.