CAPTRUST Financial Advisors
JSD

CAPTRUST Financial Advisors’s NUVEEN SHORT DURATION CREDIT OPPORTUNITIES FUND JSD Stock Holding History

CAPTRUST Financial 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
2023
Q2 		– Sell
-18,053
Closed -$212K – 2633
2023
Q1 		$212K Buy
18,053
+6,411
+55% +$77.8K ﹤0.01% 2018
2022
Q4 		$138K Buy
11,642
+986
+9% +$11.8K ﹤0.01% 2010
2022
Q3 		$126K Buy
+10,656
New +$132K ﹤0.01% 1906

Other funds holding JSD

BI
Bulldog Investors Saddle Brook, New Jersey $445M AUM 2.55% 1-Year Est. Return
SCM
Saba Capital Management New York $3.62B AUM 13% 1-Year Est. Return
TJHA
Thomas J. Herzfeld Advisors Miami Beach, Florida $294M AUM 2.62% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return
SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
NCM
Next Capital Management New York $330M AUM 11.54% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

CAPTRUST Financial Advisors's JSD Position: Q2 2023 in Review

CAPTRUST Financial Advisors sold out of NUVEEN SHORT DURATION CREDIT OPPORTUNITIES FUND (JSD) in Q2 2023, closing a stake of 18,053 shares — an estimated $212K sold.

CAPTRUST Financial Advisors first reported a position in JSD in Q3 2022 and held it in 3 quarters. The position peaked at $212K in Q1 2023. 40 funds tracked by Wall St. Rank hold JSD as of Q2 2023.

  • CAPTRUST Financial Advisors reported no remaining NUVEEN SHORT DURATION CREDIT OPPORTUNITIES FUND position as of Q2 2023 after selling out during the quarter.
  • CAPTRUST Financial Advisors sold 18,053 NUVEEN SHORT DURATION CREDIT OPPORTUNITIES FUND shares in Q2 2023, an estimated $212K.
  • CAPTRUST Financial Advisors first reported a position in NUVEEN SHORT DURATION CREDIT OPPORTUNITIES FUND in Q3 2022 and held it in 3 quarters.
  • CAPTRUST Financial Advisors's NUVEEN SHORT DURATION CREDIT OPPORTUNITIES FUND position peaked at $212K in Q1 2023.
  • 40 funds tracked by Wall St. Rank held NUVEEN SHORT DURATION CREDIT OPPORTUNITIES FUND as of Q2 2023.

Based on CAPTRUST Financial Advisors's 13F filing for Q2 2023, filed 15 Aug 2023.