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

WFG 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
2017
Q2 		$91K Buy
10,529
+2,500
+31% +$21.8K 0.02% 544
2017
Q1 		$70K Sell
8,029
-770
-9% -$6.8K 0.02% 580
2016
Q4 		$78K Sell
8,799
-1,164
-12% -$9.92K 0.02% 605
2016
Q3 		$84K Hold
9,963
– – 0.02% 570
2016
Q2 		$81K Sell
9,963
-312
-3% -$2.49K 0.02% 553
2016
Q1 		$81K Sell
10,275
-2,481
-19% -$18.8K 0.02% 531
2015
Q4 		$100K Sell
12,756
-549
-4% -$4.31K 0.03% 470
2015
Q3 		$106K Sell
13,305
-1,573
-11% -$13.2K 0.03% 451
2015
Q2 		$128K Buy
14,878
+286
+2% +$2.56K 0.04% 465
2015
Q1 		$132K Sell
14,592
-2,474
-14% -$22.1K 0.04% 452
2014
Q4 		$150K Buy
17,066
+3,323
+24% +$29.1K 0.03% 524
2014
Q3 		$123K Sell
13,743
-4,464
-25% -$40.5K 0.02% 590
2014
Q2 		$170K Sell
18,207
-2,885
-14% -$27K 0.03% 488
2014
Q1 		$201K Buy
21,092
+1,291
+7% +$12.3K 0.04% 427
2013
Q4 		$193K Sell
19,801
-6,373
-24% -$59.9K 0.03% 525
2013
Q3 		$245K Buy
26,174
+230
+0.9% +$2.25K 0.04% 431
2013
Q2 		$259K Buy
+25,944
New +$266K 0.04% 405

Other funds holding JQC

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
BI
Bramshill Investments Naples, Florida $1.16B AUM 0.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
PMG
Private Management Group Irvine, California $3.47B AUM 13.39% 1-Year Est. Return
RCA
Restructuring Capital Associates Stamford, Connecticut $115M AUM 20.18% 1-Year Est. Return
HCM
Hilton Capital Management Garden City, New York $1.32B AUM 15.59% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

WFG Advisors's JQC Position: Q2 2017 in Review

WFG Advisors increased its Nuveen Credit Strategies Income Fund (JQC) stake by 31% in Q2 2017, buying an estimated $21.8K and bringing the position to 10,529 shares worth $91K. The position accounts for 0.02% of the portfolio, ranked #544.

WFG Advisors first reported a position in JQC in Q2 2013 and has held it in 17 quarters since. The position peaked at $259K in Q2 2013. 110 funds tracked by Wall St. Rank hold JQC as of Q2 2017.

  • WFG Advisors held 10,529 shares of Nuveen Credit Strategies Income Fund worth $91K as of Q2 2017.
  • WFG Advisors bought 2,500 Nuveen Credit Strategies Income Fund shares in Q2 2017, an estimated $21.8K.
  • Nuveen Credit Strategies Income Fund made up 0.02% of WFG Advisors's portfolio in Q2 2017, its #544 holding.
  • WFG Advisors first reported a position in Nuveen Credit Strategies Income Fund in Q2 2013 and has held it in 17 quarters since.
  • WFG Advisors's Nuveen Credit Strategies Income Fund position peaked at $259K in Q2 2013.
  • 110 funds tracked by Wall St. Rank held Nuveen Credit Strategies Income Fund as of Q2 2017.

Based on WFG Advisors's 13F filing for Q2 2017, filed 18 Aug 2017.