Capital Investment Advisors’s NUVEEN SHORT DURATION CREDIT OPPORTUNITIES FUND JSD Stock Holding History

Capital Investment Advisors’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
2020 Q2	–	Sell	-11,835	Closed	-$129K	–	518
2020 Q1	$129K	Hold	11,835	–	–	0.01%	446
2019 Q4	$180K	Sell	11,835 -2,000	-14%	-$29.5K	0.01%	488
2019 Q3	$207K	Buy	13,835 +1,000	+8%	+$15.2K	0.01%	468
2019 Q2	$203K	Buy	12,835 +2,000	+18%	+$31.3K	0.01%	466
2019 Q1	$168K	Hold	10,835	–	–	0.01%	466
2018 Q4	$155K	Buy	+10,835	New	+$170K	0.01%	451

Other funds holding JSD

SCM

Saba Capital Management New York $3.62B AUM 13% 1-Year Est. Return

Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return

Matisse Capital Portland, Oregon $234M AUM 19.72% 1-Year Est. Return

Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

AAM

Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

NCM

Next Capital Management New York $370M AUM 13.07% 1-Year Est. Return

MAFM

Mid Atlantic Financial Management Pittsburgh, Pennsylvania $1.49B AUM 24.08% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Capital Investment Advisors's JSD Position: Q2 2020 in Review

Capital Investment Advisors sold out of NUVEEN SHORT DURATION CREDIT OPPORTUNITIES FUND (JSD) in Q2 2020, closing a stake of 11,835 shares — an estimated $129K sold.

Capital Investment Advisors first reported a position in JSD in Q4 2018 and held it in 6 quarters. The position peaked at $207K in Q3 2019. 40 funds tracked by Wall St. Rank hold JSD as of Q2 2020.

Capital Investment Advisors reported no remaining NUVEEN SHORT DURATION CREDIT OPPORTUNITIES FUND position as of Q2 2020 after selling out during the quarter.
Capital Investment Advisors sold 11,835 NUVEEN SHORT DURATION CREDIT OPPORTUNITIES FUND shares in Q2 2020, an estimated $129K.
Capital Investment Advisors first reported a position in NUVEEN SHORT DURATION CREDIT OPPORTUNITIES FUND in Q4 2018 and held it in 6 quarters.
Capital Investment Advisors's NUVEEN SHORT DURATION CREDIT OPPORTUNITIES FUND position peaked at $207K in Q3 2019.
40 funds tracked by Wall St. Rank held NUVEEN SHORT DURATION CREDIT OPPORTUNITIES FUND as of Q2 2020.

Based on Capital Investment Advisors's 13F filing for Q2 2020, filed 20 Jul 2020.