Creative Planning’s NUVEEN SHORT DURATION CREDIT OPPORTUNITIES FUND JSD Stock Holding History

Creative Planning’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 Q3	–	Sell	-9,000	Closed	-$157K	–	4627
2017 Q2	$157K	Hold	9,000	–	–	﹤0.01%	1664
2017 Q1	$160K	Hold	9,000	–	–	﹤0.01%	1638
2016 Q4	$157K	Hold	9,000	–	–	﹤0.01%	1551
2016 Q3	$152K	Hold	9,000	–	–	﹤0.01%	1578
2016 Q2	$141K	Sell	9,000 -625	-6%	-$9.63K	﹤0.01%	1457
2016 Q1	$146K	Sell	9,625 -840	-8%	-$12.1K	﹤0.01%	1394
2015 Q4	$155K	Buy	10,465 +840	+9%	+$12.6K	﹤0.01%	1368
2015 Q3	$146K	Buy	+9,625	New	+$154K	﹤0.01%	1369
2015 Q2	–	Sell	-625	Closed	-$11K	–	4139
2015 Q1	$11K	Hold	625	–	–	﹤0.01%	3171
2014 Q4	$10K	Hold	625	–	–	﹤0.01%	3158
2014 Q3	$11K	Hold	625	–	–	﹤0.01%	2921
2014 Q2	$12K	Hold	625	–	–	﹤0.01%	2808
2014 Q1	$12K	Hold	625	–	–	﹤0.01%	2693
2013 Q4	$12K	Buy	+625	New	+$11.6K	﹤0.01%	2503

Other funds holding JSD

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

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

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

LTFS

Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return

Comerica Securities Detroit, Michigan $1.2B AUM 16.58% 1-Year Est. Return

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

Creative Planning's JSD Position: Q3 2017 in Review

Creative Planning sold out of NUVEEN SHORT DURATION CREDIT OPPORTUNITIES FUND (JSD) in Q3 2017, closing a stake of 9,000 shares — an estimated $157K sold.

Creative Planning first reported a position in JSD in Q4 2013 and held it in 14 quarters. The position peaked at $160K in Q1 2017. 37 funds tracked by Wall St. Rank hold JSD as of Q3 2017.

Creative Planning reported no remaining NUVEEN SHORT DURATION CREDIT OPPORTUNITIES FUND position as of Q3 2017 after selling out during the quarter.
Creative Planning sold 9,000 NUVEEN SHORT DURATION CREDIT OPPORTUNITIES FUND shares in Q3 2017, an estimated $157K.
Creative Planning first reported a position in NUVEEN SHORT DURATION CREDIT OPPORTUNITIES FUND in Q4 2013 and held it in 14 quarters.
Creative Planning's NUVEEN SHORT DURATION CREDIT OPPORTUNITIES FUND position peaked at $160K in Q1 2017.
37 funds tracked by Wall St. Rank held NUVEEN SHORT DURATION CREDIT OPPORTUNITIES FUND as of Q3 2017.

Based on Creative Planning's 13F filing for Q3 2017, filed 17 Oct 2017.