Selective Wealth Management, Inc. Nuveen Credit Strategies Income Fund Transaction History

Selective Wealth Management, Inc.

$239 Million
Q3 2024

Shares

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2021 Oct 27, 2021	BUY	$6.34 - $6.76 $4,438 - $4,732	700 New	700 $5,000
Q2 2020 Jul 15, 2020	SELL	$5.41 - $6.33 $12,443 - $14,559	-2,300 Closed	0 $0
Q1 2020 Apr 16, 2020	BUY	$3.9 - $7.7 $8,970 - $17,710	2,300 New	2,300 $13,000
Q1 2019 Apr 04, 2019	SELL	$7.41 - $7.99 $4,912 - $5,297	-663 Closed	0 $0
Q3 2018 Oct 12, 2018	BUY	$7.87 - $8.02 $5,217 - $5,317	663 New	663 $5,000

Others Institutions Holding JQC

# of Institutions

158

Shares Held

38.4M

Call Options Held

0

Put Options Held

0

Morgan Stanley New York, NY

10.7M
Shares

$63.5 Million
0.0% of portfolio
Penserra Capital Management LLC Orinda, CA

2.89M
Shares

$17.2 Million
0.36% of portfolio
Wells Fargo & Company San Francisco, CA

2.17M
Shares

$12.8 Million
0.0% of portfolio
Guggenheim Capital LLC Chicago, IL

1.89M
Shares

$11.2 Million
0.08% of portfolio
Invesco Ltd. Atlanta, GA

1.66M
Shares

$9.84 Million
0.0% of portfolio

About Nuveen Credit Strategies Income Fund

Ticker JQC
Exchange NYSE
Sector Financial Services
Industry Asset Management
Description
Nuveen Credit Strategies Income Fund is a closed-ended balanced mutual fund launched by Nuveen Investments, Inc. The fund is managed by Symphony Asset Management, LLC. It invests in the fixed income and public equity markets of the United States. The fund invests in senior secured and second lien loans, preferred securities, convertible securiti...

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