AWM
JSD

AE Wealth Management’s NUVEEN SHORT DURATION CREDIT OPPORTUNITIES FUND JSD Stock Holding History

AE Wealth Management’s Portfolio JSD Stock Details JSD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q4 		– Sell
-17,567
Closed -$305K – 480
2017
Q3 		$305K Sell
17,567
-560
-3% -$9.77K 0.03% 305
2017
Q2 		$316K Buy
+18,127
New +$324K 0.04% 289

Other funds holding JSD

GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
LTFS
Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return
CS
Comerica Securities Detroit, Michigan $1.2B AUM 16.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

AE Wealth Management's JSD Position: Q4 2017 in Review

AE Wealth Management sold out of NUVEEN SHORT DURATION CREDIT OPPORTUNITIES FUND (JSD) in Q4 2017, closing a stake of 17,567 shares — an estimated $305K sold.

AE Wealth Management first reported a position in JSD in Q2 2017 and held it in 2 quarters. The position peaked at $316K in Q2 2017. 40 funds tracked by Wall St. Rank hold JSD as of Q4 2017.

  • AE Wealth Management reported no remaining NUVEEN SHORT DURATION CREDIT OPPORTUNITIES FUND position as of Q4 2017 after selling out during the quarter.
  • AE Wealth Management sold 17,567 NUVEEN SHORT DURATION CREDIT OPPORTUNITIES FUND shares in Q4 2017, an estimated $305K.
  • AE Wealth Management first reported a position in NUVEEN SHORT DURATION CREDIT OPPORTUNITIES FUND in Q2 2017 and held it in 2 quarters.
  • AE Wealth Management's NUVEEN SHORT DURATION CREDIT OPPORTUNITIES FUND position peaked at $316K in Q2 2017.
  • 40 funds tracked by Wall St. Rank held NUVEEN SHORT DURATION CREDIT OPPORTUNITIES FUND as of Q4 2017.

Based on AE Wealth Management's 13F filing for Q4 2017, filed 6 Feb 2018.