GRP
JSD

Global Retirement Partners’s NUVEEN SHORT DURATION CREDIT OPPORTUNITIES FUND JSD Stock Holding History

Global Retirement Partners’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
Q2 		– Sell
-400
Closed -$7K – 1614
2018
Q1 		$7K Hold
400
– – ﹤0.01% 1094
2017
Q4 		$7K Hold
400
– – ﹤0.01% 1045
2017
Q3 		$7K Hold
400
– – ﹤0.01% 950
2017
Q2 		$7K Hold
400
– – ﹤0.01% 888
2017
Q1 		$7K Hold
400
– – ﹤0.01% 853
2016
Q4 		$7K Buy
+400
New +$6.74K ﹤0.01% 798

Other funds holding JSD

GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
JP Morgan Chase
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
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
CS
Comerica Securities Detroit, Michigan $1.2B AUM 16.58% 1-Year Est. Return
LTFS
Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return
Morgan Stanley
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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Global Retirement Partners's JSD Position: Q2 2018 in Review

Global Retirement Partners sold out of NUVEEN SHORT DURATION CREDIT OPPORTUNITIES FUND (JSD) in Q2 2018, closing a stake of 400 shares — an estimated $7K sold.

Global Retirement Partners first reported a position in JSD in Q4 2016 and held it in 6 quarters. The position peaked at $7K in Q1 2018. 33 funds tracked by Wall St. Rank hold JSD as of Q2 2018.

  • Global Retirement Partners reported no remaining NUVEEN SHORT DURATION CREDIT OPPORTUNITIES FUND position as of Q2 2018 after selling out during the quarter.
  • Global Retirement Partners sold 400 NUVEEN SHORT DURATION CREDIT OPPORTUNITIES FUND shares in Q2 2018, an estimated $7K.
  • Global Retirement Partners first reported a position in NUVEEN SHORT DURATION CREDIT OPPORTUNITIES FUND in Q4 2016 and held it in 6 quarters.
  • Global Retirement Partners's NUVEEN SHORT DURATION CREDIT OPPORTUNITIES FUND position peaked at $7K in Q1 2018.
  • 33 funds tracked by Wall St. Rank held NUVEEN SHORT DURATION CREDIT OPPORTUNITIES FUND as of Q2 2018.

Based on Global Retirement Partners's 13F filing for Q2 2018, filed 13 Aug 2018.