Ownership history in ASSETMARK, INC · 7 quarters on record
This page tracks every 13F SEC filing in which ASSETMARK, INC reported a position in NUVEEN CR STRATEGIES INCOME (JQC). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.
| Quarter | Action | Shares | Change | Chg % | % of Fund | Mkt Value | Price (EOQ) |
|---|---|---|---|---|---|---|---|
| 2025 Q3 | UNCHANGED | 41 | — | 0% | 0.00% | $216 | $4.94 |
| 2025 Q2 | REDUCED | 41 | -489 | -92.3% | 0.00% | $221 | $4.91 |
| 2025 Q1 | REDUCED | 530 | -1,536 | -74.3% | 0.00% | $3K | $4.75 |
| 2024 Q4 | ADDED | 2,066 | +1,536 | +289.8% | 0.00% | $12K | $4.88 |
As of 2025 Q4 — sorted by position size