Curi RMB Capital’s NUVEEN SHORT DURATION CREDIT OPPORTUNITIES FUND JSD Stock Holding History

Curi RMB Capital’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	-47,258	Closed	-$514K	–	734
2020 Q1	$514K	Buy	+47,258	New	+$658K	0.02%	399
2019 Q4	–	Sell	-27,455	Closed	-$411K	–	776
2019 Q3	$411K	Buy	27,455 +17,164	+167%	+$261K	0.01%	511
2019 Q2	$163K	Buy	+10,291	New	+$161K	﹤0.01%	715
2019 Q1	–	Sell	-58,378	Closed	-$837K	–	981
2018 Q4	$837K	Buy	+58,378	New	+$917K	0.02%	533
2018 Q1	–	Sell	-17,057	Closed	-$284K	–	1017
2017 Q4	$284K	Buy	+17,057	New	+$292K	0.01%	731

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 $330M AUM 11.54% 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

Curi RMB Capital's JSD Position: Q2 2020 in Review

Curi RMB Capital sold out of NUVEEN SHORT DURATION CREDIT OPPORTUNITIES FUND (JSD) in Q2 2020, closing a stake of 47,258 shares — an estimated $514K sold.

Curi RMB Capital first reported a position in JSD in Q4 2017 and held it in 5 quarters. The position peaked at $837K in Q4 2018. 40 funds tracked by Wall St. Rank hold JSD as of Q2 2020.

Curi RMB Capital reported no remaining NUVEEN SHORT DURATION CREDIT OPPORTUNITIES FUND position as of Q2 2020 after selling out during the quarter.
Curi RMB Capital sold 47,258 NUVEEN SHORT DURATION CREDIT OPPORTUNITIES FUND shares in Q2 2020, an estimated $514K.
Curi RMB Capital first reported a position in NUVEEN SHORT DURATION CREDIT OPPORTUNITIES FUND in Q4 2017 and held it in 5 quarters.
Curi RMB Capital's NUVEEN SHORT DURATION CREDIT OPPORTUNITIES FUND position peaked at $837K in Q4 2018.
40 funds tracked by Wall St. Rank held NUVEEN SHORT DURATION CREDIT OPPORTUNITIES FUND as of Q2 2020.

Based on Curi RMB Capital's 13F filing for Q2 2020, filed 5 Aug 2020.