BI
JSD

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

BlueSpruce 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
2015
Q4 		– Sell
-31,427
Closed -$478K – 26
2015
Q3 		$478K Sell
31,427
-37,100
-54% -$595K 0.12% 23
2015
Q2 		$1.13M Hold
68,527
– – 0.46% 19
2015
Q1 		$1.18M Hold
68,527
– – 0.56% 19
2014
Q4 		$1.14M Buy
+68,527
New +$1.17M 0.58% 18

Other funds holding JSD

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
MIG
Mariner Investment Group Harrison, New York $463M AUM 13.33% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
NCM
Newgate Capital Management Greenwich, Connecticut $121M AUM 3.73% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

BlueSpruce Investments's JSD Position: Q4 2015 in Review

BlueSpruce Investments sold out of NUVEEN SHORT DURATION CREDIT OPPORTUNITIES FUND (JSD) in Q4 2015, closing a stake of 31,427 shares — an estimated $478K sold.

BlueSpruce Investments first reported a position in JSD in Q4 2014 and held it in 4 quarters. The position peaked at $1.18M in Q1 2015. 31 funds tracked by Wall St. Rank hold JSD as of Q4 2015.

  • BlueSpruce Investments reported no remaining NUVEEN SHORT DURATION CREDIT OPPORTUNITIES FUND position as of Q4 2015 after selling out during the quarter.
  • BlueSpruce Investments sold 31,427 NUVEEN SHORT DURATION CREDIT OPPORTUNITIES FUND shares in Q4 2015, an estimated $478K.
  • BlueSpruce Investments first reported a position in NUVEEN SHORT DURATION CREDIT OPPORTUNITIES FUND in Q4 2014 and held it in 4 quarters.
  • BlueSpruce Investments's NUVEEN SHORT DURATION CREDIT OPPORTUNITIES FUND position peaked at $1.18M in Q1 2015.
  • 31 funds tracked by Wall St. Rank held NUVEEN SHORT DURATION CREDIT OPPORTUNITIES FUND as of Q4 2015.

Based on BlueSpruce Investments's 13F filing for Q4 2015, filed 16 Feb 2016.