EI
JSD

Ellevest Inc’s NUVEEN SHORT DURATION CREDIT OPPORTUNITIES FUND JSD Stock Holding History

Ellevest Inc’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
Q4 		– Sell
-550
Closed -$7K – 1451
2020
Q3 		$7K Hold
550
– – ﹤0.01% 725
2020
Q2 		$6K Hold
550
– – ﹤0.01% 728
2020
Q1 		$6K Buy
+550
New +$7.66K ﹤0.01% 633

Other funds holding JSD

SCM
Saba Capital Management New York $3.62B AUM 13% 1-Year Est. Return
SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
BI
Bulldog Investors Saddle Brook, New Jersey $445M AUM 2.55% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 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
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Ellevest Inc's JSD Position: Q4 2020 in Review

Ellevest Inc sold out of NUVEEN SHORT DURATION CREDIT OPPORTUNITIES FUND (JSD) in Q4 2020, closing a stake of 550 shares — an estimated $7K sold.

Ellevest Inc first reported a position in JSD in Q1 2020 and held it in 3 quarters. The position peaked at $7K in Q3 2020. 36 funds tracked by Wall St. Rank hold JSD as of Q4 2020.

  • Ellevest Inc reported no remaining NUVEEN SHORT DURATION CREDIT OPPORTUNITIES FUND position as of Q4 2020 after selling out during the quarter.
  • Ellevest Inc sold 550 NUVEEN SHORT DURATION CREDIT OPPORTUNITIES FUND shares in Q4 2020, an estimated $7K.
  • Ellevest Inc first reported a position in NUVEEN SHORT DURATION CREDIT OPPORTUNITIES FUND in Q1 2020 and held it in 3 quarters.
  • Ellevest Inc's NUVEEN SHORT DURATION CREDIT OPPORTUNITIES FUND position peaked at $7K in Q3 2020.
  • 36 funds tracked by Wall St. Rank held NUVEEN SHORT DURATION CREDIT OPPORTUNITIES FUND as of Q4 2020.

Based on Ellevest Inc's 13F filing for Q4 2020, filed 4 Feb 2021.