Geneos Wealth Management’s NUVEEN SHORT DURATION CREDIT OPPORTUNITIES FUND JSD Stock Holding History

Geneos Wealth 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 Q3	–	Sell	-200	Closed	-$3K	–	2471
2018 Q2	$3K	Hold	200	–	–	﹤0.01%	2080
2018 Q1	$3K	Hold	200	–	–	﹤0.01%	2001
2017 Q4	$3K	Hold	200	–	–	﹤0.01%	1990
2017 Q3	$3K	Hold	200	–	–	﹤0.01%	1939
2017 Q2	$3K	Hold	200	–	–	﹤0.01%	1896
2017 Q1	$3K	Hold	200	–	–	﹤0.01%	1848
2016 Q4	$3K	Hold	200	–	–	﹤0.01%	1815
2016 Q3	$3K	Hold	200	–	–	﹤0.01%	1736
2016 Q2	$3K	Hold	200	–	–	﹤0.01%	1656
2016 Q1	$3K	Buy	+200	New	+$2.88K	﹤0.01%	1640

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

AAM

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 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

Comerica Securities Detroit, Michigan $1.2B AUM 16.58% 1-Year Est. Return

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

SIA

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

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

Geneos Wealth Management's JSD Position: Q3 2018 in Review

Geneos Wealth Management sold out of NUVEEN SHORT DURATION CREDIT OPPORTUNITIES FUND (JSD) in Q3 2018, closing a stake of 200 shares — an estimated $3K sold.

Geneos Wealth Management first reported a position in JSD in Q1 2016 and held it in 10 quarters. The position peaked at $3K in Q2 2018. 34 funds tracked by Wall St. Rank hold JSD as of Q3 2018.

Geneos Wealth Management reported no remaining NUVEEN SHORT DURATION CREDIT OPPORTUNITIES FUND position as of Q3 2018 after selling out during the quarter.
Geneos Wealth Management sold 200 NUVEEN SHORT DURATION CREDIT OPPORTUNITIES FUND shares in Q3 2018, an estimated $3K.
Geneos Wealth Management first reported a position in NUVEEN SHORT DURATION CREDIT OPPORTUNITIES FUND in Q1 2016 and held it in 10 quarters.
Geneos Wealth Management's NUVEEN SHORT DURATION CREDIT OPPORTUNITIES FUND position peaked at $3K in Q2 2018.
34 funds tracked by Wall St. Rank held NUVEEN SHORT DURATION CREDIT OPPORTUNITIES FUND as of Q3 2018.

Based on Geneos Wealth Management's 13F filing for Q3 2018, filed 7 Sep 2021.