AI
JSD

Atria Investments’s NUVEEN SHORT DURATION CREDIT OPPORTUNITIES FUND JSD Stock Holding History

Atria Investments’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
Q1 		– Sell
-13,640
Closed -$239K – 737
2016
Q4 		$239K Buy
13,640
+314
+2% +$5.29K 0.02% 549
2016
Q3 		$224K Sell
13,326
-1,437
-10% -$23.2K 0.02% 479
2016
Q2 		$231K Buy
14,763
+3,818
+35% +$58.8K 0.02% 413
2016
Q1 		$165K Buy
+10,945
New +$158K 0.02% 422

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
CS
Comerica Securities Detroit, Michigan $1.2B AUM 16.58% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Atria Investments's JSD Position: Q1 2017 in Review

Atria Investments sold out of NUVEEN SHORT DURATION CREDIT OPPORTUNITIES FUND (JSD) in Q1 2017, closing a stake of 13,640 shares — an estimated $239K sold.

Atria Investments first reported a position in JSD in Q1 2016 and held it in 4 quarters. The position peaked at $239K in Q4 2016. 33 funds tracked by Wall St. Rank hold JSD as of Q1 2017.

  • Atria Investments reported no remaining NUVEEN SHORT DURATION CREDIT OPPORTUNITIES FUND position as of Q1 2017 after selling out during the quarter.
  • Atria Investments sold 13,640 NUVEEN SHORT DURATION CREDIT OPPORTUNITIES FUND shares in Q1 2017, an estimated $239K.
  • Atria Investments first reported a position in NUVEEN SHORT DURATION CREDIT OPPORTUNITIES FUND in Q1 2016 and held it in 4 quarters.
  • Atria Investments's NUVEEN SHORT DURATION CREDIT OPPORTUNITIES FUND position peaked at $239K in Q4 2016.
  • 33 funds tracked by Wall St. Rank held NUVEEN SHORT DURATION CREDIT OPPORTUNITIES FUND as of Q1 2017.

Based on Atria Investments's 13F filing for Q1 2017, filed 14 Apr 2017.