Freestone Capital Holdings’s NUVEEN SHORT DURATION CREDIT OPPORTUNITIES FUND JSD Stock Holding History

Freestone Capital Holdings’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
2019 Q1	–	Sell	-10,023	Closed	-$144K	–	446
2018 Q4	$144K	Sell	10,023 -6,654	-40%	-$105K	0.01%	398
2018 Q3	$284K	Buy	16,677 +32	+0.2%	+$539	﹤0.01%	337
2018 Q2	$283K	Sell	16,645 -8,697	-34%	-$148K	﹤0.01%	319
2018 Q1	$428K	Buy	25,342 +22	+0.1%	+$368	0.03%	282
2017 Q4	$421K	Sell	25,320 -7,385	-23%	-$126K	0.03%	282
2017 Q3	$568K	Hold	32,705	–	–	0.04%	248
2017 Q2	$571K	Buy	+32,705	New	+$585K	0.04%	247

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

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

SIA

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

Freestone Capital Holdings's JSD Position: Q1 2019 in Review

Freestone Capital Holdings sold out of NUVEEN SHORT DURATION CREDIT OPPORTUNITIES FUND (JSD) in Q1 2019, closing a stake of 10,023 shares — an estimated $144K sold.

Freestone Capital Holdings first reported a position in JSD in Q2 2017 and held it in 7 quarters. The position peaked at $571K in Q2 2017. 29 funds tracked by Wall St. Rank hold JSD as of Q1 2019.

Freestone Capital Holdings reported no remaining NUVEEN SHORT DURATION CREDIT OPPORTUNITIES FUND position as of Q1 2019 after selling out during the quarter.
Freestone Capital Holdings sold 10,023 NUVEEN SHORT DURATION CREDIT OPPORTUNITIES FUND shares in Q1 2019, an estimated $144K.
Freestone Capital Holdings first reported a position in NUVEEN SHORT DURATION CREDIT OPPORTUNITIES FUND in Q2 2017 and held it in 7 quarters.
Freestone Capital Holdings's NUVEEN SHORT DURATION CREDIT OPPORTUNITIES FUND position peaked at $571K in Q2 2017.
29 funds tracked by Wall St. Rank held NUVEEN SHORT DURATION CREDIT OPPORTUNITIES FUND as of Q1 2019.

Based on Freestone Capital Holdings's 13F filing for Q1 2019, filed 8 May 2019.