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

IHT 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 Q2	–	Sell	-3,735	Closed	-$63K	–	1653
2018 Q1	$63K	Sell	3,735 -131	-3%	-$2.19K	0.02%	609
2017 Q4	$65K	Sell	3,866 -122	-3%	-$2.09K	0.02%	619
2017 Q3	$70K	Buy	3,988 +1,939	+95%	+$33.8K	0.03%	429
2017 Q2	$27	Hold	2,049	–	–	0.01%	692
2017 Q1	$37K	Buy	+2,049	New	+$36.9K	0.02%	499

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

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

LTFS

Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

IHT Wealth Management's JSD Position: Q2 2018 in Review

IHT Wealth Management sold out of NUVEEN SHORT DURATION CREDIT OPPORTUNITIES FUND (JSD) in Q2 2018, closing a stake of 3,735 shares — an estimated $63K sold.

IHT Wealth Management first reported a position in JSD in Q1 2017 and held it in 5 quarters. The position peaked at $70K in Q3 2017. 33 funds tracked by Wall St. Rank hold JSD as of Q2 2018.

IHT Wealth Management reported no remaining NUVEEN SHORT DURATION CREDIT OPPORTUNITIES FUND position as of Q2 2018 after selling out during the quarter.
IHT Wealth Management sold 3,735 NUVEEN SHORT DURATION CREDIT OPPORTUNITIES FUND shares in Q2 2018, an estimated $63K.
IHT Wealth Management first reported a position in NUVEEN SHORT DURATION CREDIT OPPORTUNITIES FUND in Q1 2017 and held it in 5 quarters.
IHT Wealth Management's NUVEEN SHORT DURATION CREDIT OPPORTUNITIES FUND position peaked at $70K in Q3 2017.
33 funds tracked by Wall St. Rank held NUVEEN SHORT DURATION CREDIT OPPORTUNITIES FUND as of Q2 2018.

Based on IHT Wealth Management's 13F filing for Q2 2018, filed 13 Aug 2018.