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

Doliver 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
2018 Q4	–	Sell	-20,429	Closed	-$348K	–	245
2018 Q3	$348K	Buy	+20,429	New	+$344K	0.14%	84
2017 Q4	–	Sell	-17,572	Closed	-$305K	–	348
2017 Q3	$305K	Buy	+17,572	New	+$307K	0.14%	154
2015 Q4	–	Sell	-16,542	Closed	-$252K	–	235
2015 Q3	$252K	Buy	+16,542	New	+$265K	0.19%	146
2015 Q1	–	Sell	-13,792	Closed	-$155K	–	319
2014 Q4	$155K	Sell	13,792 -12,305	-47%	-$209K	0.11%	199
2014 Q3	$447K	Buy	+26,097	New	+$468K	0.31%	123
2013 Q4	–	Sell	-11,973	Closed	-$229K	–	380
2013 Q3	$229K	Buy	+11,973	New	+$232K	0.14%	263

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

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

AAM

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

LTFS

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

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

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

WAM

Wolverine Asset Management Chicago, Illinois $10.4B AUM 4.78% 1-Year Est. Return

SFS

Shaker Financial Services Arlington, Virginia $319M AUM 3.9% 1-Year Est. Return

SIA

Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return

Doliver Advisors's JSD Position: Q4 2018 in Review

Doliver Advisors sold out of NUVEEN SHORT DURATION CREDIT OPPORTUNITIES FUND (JSD) in Q4 2018, closing a stake of 20,429 shares — an estimated $348K sold.

Doliver Advisors first reported a position in JSD in Q3 2013 and held it in 6 quarters. The position peaked at $447K in Q3 2014. 40 funds tracked by Wall St. Rank hold JSD as of Q4 2018.

Doliver Advisors reported no remaining NUVEEN SHORT DURATION CREDIT OPPORTUNITIES FUND position as of Q4 2018 after selling out during the quarter.
Doliver Advisors sold 20,429 NUVEEN SHORT DURATION CREDIT OPPORTUNITIES FUND shares in Q4 2018, an estimated $348K.
Doliver Advisors first reported a position in NUVEEN SHORT DURATION CREDIT OPPORTUNITIES FUND in Q3 2013 and held it in 6 quarters.
Doliver Advisors's NUVEEN SHORT DURATION CREDIT OPPORTUNITIES FUND position peaked at $447K in Q3 2014.
40 funds tracked by Wall St. Rank held NUVEEN SHORT DURATION CREDIT OPPORTUNITIES FUND as of Q4 2018.

Based on Doliver Advisors's 13F filing for Q4 2018, filed 31 Jan 2019.