FAIM
JSD

Financial Advocates Investment Management’s NUVEEN SHORT DURATION CREDIT OPPORTUNITIES FUND JSD Stock Holding History

Financial Advocates Investment Management’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
Q1 		– Sell
-12,985
Closed -$215K – 561
2017
Q4 		$215K Buy
+12,985
New +$222K 0.03% 441

Other funds holding JSD

GC
Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
LTFS
Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 27.61% 1-Year Est. Return
SIA
Sit Investment Associates Minneapolis, Minnesota $5.28B AUM 14.42% 1-Year Est. Return
CS
Comerica Securities Detroit, Michigan $1.2B AUM 16.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

Financial Advocates Investment Management's JSD Position: Q1 2018 in Review

Financial Advocates Investment Management sold out of NUVEEN SHORT DURATION CREDIT OPPORTUNITIES FUND (JSD) in Q1 2018, closing a stake of 12,985 shares — an estimated $215K sold.

Financial Advocates Investment Management first reported a position in JSD in Q4 2017 and held it in 1 quarter. The position peaked at $215K in Q4 2017. 35 funds tracked by Wall St. Rank hold JSD as of Q1 2018.

  • Financial Advocates Investment Management reported no remaining NUVEEN SHORT DURATION CREDIT OPPORTUNITIES FUND position as of Q1 2018 after selling out during the quarter.
  • Financial Advocates Investment Management sold 12,985 NUVEEN SHORT DURATION CREDIT OPPORTUNITIES FUND shares in Q1 2018, an estimated $215K.
  • Financial Advocates Investment Management first reported a position in NUVEEN SHORT DURATION CREDIT OPPORTUNITIES FUND in Q4 2017 and held it in 1 quarter.
  • Financial Advocates Investment Management's NUVEEN SHORT DURATION CREDIT OPPORTUNITIES FUND position peaked at $215K in Q4 2017.
  • 35 funds tracked by Wall St. Rank held NUVEEN SHORT DURATION CREDIT OPPORTUNITIES FUND as of Q1 2018.

Based on Financial Advocates Investment Management's 13F filing for Q1 2018, filed 11 May 2018.