IFP Advisors’s NUVEEN SHORT DURATION CREDIT OPPORTUNITIES FUND JSD Stock Holding History

IFP Advisors’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 Q4	–	Sell	-240	Closed	-$4K	–	4128
2018 Q3	$4K	Hold	240	–	–	﹤0.01%	3369
2018 Q2	$4K	Hold	240	–	–	﹤0.01%	3431
2018 Q1	$4K	Hold	240	–	–	﹤0.01%	3335
2017 Q4	$4K	Sell	240 -16,760	-99%	-$287K	﹤0.01%	3385
2017 Q3	$295K	Hold	17,000	–	–	0.01%	930
2017 Q2	$297K	Sell	17,000 -300	-2%	-$5.36K	0.01%	907
2017 Q1	$308K	Hold	17,300	–	–	0.01%	891
2016 Q4	$303K	Hold	17,300	–	–	0.01%	846
2016 Q3	$291K	Sell	17,300 -400	-2%	-$6.46K	0.02%	823
2016 Q2	$278K	Buy	+17,700	New	+$273K	0.02%	824
2016 Q1	–	Sell	-23,500	Closed	-$349K	–	4416
2015 Q4	$349K	Buy	+23,500	New	+$351K	0.02%	600

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

WAM

Wolverine Asset Management Chicago, Illinois $10.4B AUM 4.78% 1-Year Est. Return

SFS

Shaker Financial Services Arlington, Virginia $319M AUM 3.9% 1-Year Est. Return

SIA

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

IFP Advisors's JSD Position: Q4 2018 in Review

IFP Advisors sold out of NUVEEN SHORT DURATION CREDIT OPPORTUNITIES FUND (JSD) in Q4 2018, closing a stake of 240 shares — an estimated $4K sold.

IFP Advisors first reported a position in JSD in Q4 2015 and held it in 11 quarters. The position peaked at $349K in Q4 2015. 40 funds tracked by Wall St. Rank hold JSD as of Q4 2018.

IFP Advisors reported no remaining NUVEEN SHORT DURATION CREDIT OPPORTUNITIES FUND position as of Q4 2018 after selling out during the quarter.
IFP Advisors sold 240 NUVEEN SHORT DURATION CREDIT OPPORTUNITIES FUND shares in Q4 2018, an estimated $4K.
IFP Advisors first reported a position in NUVEEN SHORT DURATION CREDIT OPPORTUNITIES FUND in Q4 2015 and held it in 11 quarters.
IFP Advisors's NUVEEN SHORT DURATION CREDIT OPPORTUNITIES FUND position peaked at $349K in Q4 2015.
40 funds tracked by Wall St. Rank held NUVEEN SHORT DURATION CREDIT OPPORTUNITIES FUND as of Q4 2018.

Based on IFP Advisors's 13F filing for Q4 2018, filed 23 Jan 2019.