Envestnet Asset Management’s NUVEEN SHORT DURATION CREDIT OPPORTUNITIES FUND JSD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-160,280
| Closed | -$1.85M | – | 4214 |
|
|
2023
Q2 | $1.85M | Buy |
160,280
+56,354
| +54% | +$652K | ﹤0.01% | 2328 |
|
|
2023
Q1 | $1.22M | Sell |
103,926
-6,069
| -6% | -$73.6K | ﹤0.01% | 2535 |
|
|
2022
Q4 | $1.3M | Buy |
109,995
+45,949
| +72% | +$549K | ﹤0.01% | 2450 |
|
|
2022
Q3 | $758K | Buy |
64,046
+5,763
| +10% | +$71.4K | ﹤0.01% | 2770 |
|
|
2022
Q2 | $701K | Buy |
58,283
+27,752
| +91% | +$360K | ﹤0.01% | 2861 |
|
|
2022
Q1 | $434K | Buy |
+30,531
| New | +$441K | ﹤0.01% | 3201 |
|
|
2021
Q3 | – | Sell |
-65,917
| Closed | -$988K | – | 3821 |
|
|
2021
Q2 | $988K | Buy |
65,917
+2,812
| +4% | +$40.6K | ﹤0.01% | 2527 |
|
|
2021
Q1 | $891K | Buy |
63,105
+2,335
| +4% | +$32.2K | ﹤0.01% | 2475 |
|
|
2020
Q4 | $812K | Buy |
60,770
+2,733
| +5% | +$34.5K | ﹤0.01% | 2363 |
|
|
2020
Q3 | $718K | Buy |
58,037
+4,025
| +7% | +$48.2K | ﹤0.01% | 2234 |
|
|
2020
Q2 | $637K | Buy |
54,012
+8,971
| +20% | +$103K | ﹤0.01% | 2259 |
|
|
2020
Q1 | $490K | Buy |
45,041
+7,766
| +21% | +$108K | ﹤0.01% | 2256 |
|
|
2019
Q4 | $566K | Buy |
37,275
+4,698
| +14% | +$69.3K | ﹤0.01% | 2383 |
|
|
2019
Q3 | $488K | Buy |
32,577
+11,594
| +55% | +$176K | ﹤0.01% | 2391 |
|
|
2019
Q2 | $333K | Buy |
+20,983
| New | +$329K | ﹤0.01% | 2594 |
|
|
2018
Q3 | – | Sell |
-14,269
| Closed | -$242K | – | 3152 |
|
|
2018
Q2 | $242K | Buy |
14,269
+11
| +0.1% | +$187 | ﹤0.01% | 1590 |
|
|
2018
Q1 | $241K | Buy |
14,258
+1,764
| +14% | +$29.5K | ﹤0.01% | 1498 |
|
|
2017
Q4 | $208K | Hold |
12,494
| – | – | ﹤0.01% | 1828 |
|
|
2017
Q3 | $216K | Sell |
12,494
-1,977
| -14% | -$34.5K | ﹤0.01% | 1799 |
|
|
2017
Q2 | $253K | Buy |
14,471
+1,648
| +13% | +$29.5K | ﹤0.01% | 1785 |
|
|
2017
Q1 | $228K | Buy |
12,823
+52
| +0.4% | +$937 | ﹤0.01% | 1863 |
|
|
2016
Q4 | $224K | Buy |
12,771
+177
| +1% | +$2.98K | ﹤0.01% | 1842 |
|
|
2016
Q3 | $212K | Sell |
12,594
-177
| -1% | -$2.86K | ﹤0.01% | 1992 |
|
|
2016
Q2 | $201K | Buy |
12,771
+39
| +0.3% | +$601 | ﹤0.01% | 2090 |
|
|
2016
Q1 | $193K | Hold |
12,732
| – | – | ﹤0.01% | 2094 |
|
|
2015
Q4 | $189K | Hold |
12,732
| – | – | ﹤0.01% | 2053 |
|
|
2015
Q3 | $194K | Sell |
12,732
-971
| -7% | -$15.6K | ﹤0.01% | 2018 |
|
|
2015
Q2 | $226K | Buy |
+13,703
| New | +$235K | ﹤0.01% | 2083 |
|
|
2014
Q4 | – | Sell |
-1
| Closed | – | – | 2932 |
|
|
2014
Q3 | $0 | Buy |
+1
| New | +$18 | ﹤0.01% | 2998 |
|
Envestnet Asset Management's JSD Position: Q3 2023 in Review
Envestnet Asset Management sold out of NUVEEN SHORT DURATION CREDIT OPPORTUNITIES FUND (JSD) in Q3 2023, closing a stake of 160,280 shares — an estimated $1.85M sold.
Envestnet Asset Management first reported a position in JSD in Q3 2014 and held it in 29 quarters. The position peaked at $1.85M in Q2 2023. 0 funds tracked by Wall St. Rank hold JSD as of Q3 2023.
- Envestnet Asset Management reported no remaining NUVEEN SHORT DURATION CREDIT OPPORTUNITIES FUND position as of Q3 2023 after selling out during the quarter.
- Envestnet Asset Management sold 160,280 NUVEEN SHORT DURATION CREDIT OPPORTUNITIES FUND shares in Q3 2023, an estimated $1.85M.
- Envestnet Asset Management first reported a position in NUVEEN SHORT DURATION CREDIT OPPORTUNITIES FUND in Q3 2014 and held it in 29 quarters.
- Envestnet Asset Management's NUVEEN SHORT DURATION CREDIT OPPORTUNITIES FUND position peaked at $1.85M in Q2 2023.
- 0 funds tracked by Wall St. Rank held NUVEEN SHORT DURATION CREDIT OPPORTUNITIES FUND as of Q3 2023.
Based on Envestnet Asset Management's 13F filing for Q3 2023, filed 13 Nov 2023.