Whittier Trust’s Nuveen Credit Strategies Income Fund JQC Stock Holding History

Whittier Trust’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
2020 Q2	–	Sell	-2,516	Closed	-$14K	–	1451
2020 Q1	$14K	Hold	2,516	–	–	﹤0.01%	1053
2019 Q4	$19K	Hold	2,516	–	–	﹤0.01%	1032
2019 Q3	$19K	Hold	2,516	–	–	﹤0.01%	1033
2019 Q2	$20K	Hold	2,516	–	–	﹤0.01%	962
2019 Q1	$19K	Hold	2,516	–	–	﹤0.01%	961
2018 Q4	$19K	Buy	+2,516	New	+$19.3K	﹤0.01%	961

Other funds holding JQC

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

SCM

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

RCM

Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return

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

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

SIA

Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 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

TJHA

Thomas J. Herzfeld Advisors Miami Beach, Florida $294M AUM 2.62% 1-Year Est. Return

PCM

Penserra Capital Management Orinda, California $8.52B AUM 37.76% 1-Year Est. Return

Whittier Trust's JQC Position: Q2 2020 in Review

Whittier Trust sold out of Nuveen Credit Strategies Income Fund (JQC) in Q2 2020, closing a stake of 2,516 shares — an estimated $14K sold.

Whittier Trust first reported a position in JQC in Q4 2018 and held it in 6 quarters. The position peaked at $20K in Q2 2019. 129 funds tracked by Wall St. Rank hold JQC as of Q2 2020.

Whittier Trust reported no remaining Nuveen Credit Strategies Income Fund position as of Q2 2020 after selling out during the quarter.
Whittier Trust sold 2,516 Nuveen Credit Strategies Income Fund shares in Q2 2020, an estimated $14K.
Whittier Trust first reported a position in Nuveen Credit Strategies Income Fund in Q4 2018 and held it in 6 quarters.
Whittier Trust's Nuveen Credit Strategies Income Fund position peaked at $20K in Q2 2019.
129 funds tracked by Wall St. Rank held Nuveen Credit Strategies Income Fund as of Q2 2020.

Based on Whittier Trust's 13F filing for Q2 2020, filed 10 Jul 2020.