JPLA
JSD

Joseph P. Lucia & Associates’s NUVEEN SHORT DURATION CREDIT OPPORTUNITIES FUND JSD Stock Holding History

Joseph P. Lucia & Associates’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
2021
Q4 		– Sell
-200
Closed -$3K – 606
2021
Q3 		$3K Buy
+200
New +$2.96K ﹤0.01% 501

Other funds holding JSD

SCM
Saba Capital Management New York $3.62B AUM 13% 1-Year Est. Return
SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return
SFS
Shaker Financial Services Arlington, Virginia $319M AUM 3.9% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Joseph P. Lucia & Associates's JSD Position: Q4 2021 in Review

Joseph P. Lucia & Associates sold out of NUVEEN SHORT DURATION CREDIT OPPORTUNITIES FUND (JSD) in Q4 2021, closing a stake of 200 shares — an estimated $3K sold.

Joseph P. Lucia & Associates first reported a position in JSD in Q3 2021 and held it in 1 quarter. The position peaked at $3K in Q3 2021. 26 funds tracked by Wall St. Rank hold JSD as of Q4 2021.

  • Joseph P. Lucia & Associates reported no remaining NUVEEN SHORT DURATION CREDIT OPPORTUNITIES FUND position as of Q4 2021 after selling out during the quarter.
  • Joseph P. Lucia & Associates sold 200 NUVEEN SHORT DURATION CREDIT OPPORTUNITIES FUND shares in Q4 2021, an estimated $3K.
  • Joseph P. Lucia & Associates first reported a position in NUVEEN SHORT DURATION CREDIT OPPORTUNITIES FUND in Q3 2021 and held it in 1 quarter.
  • Joseph P. Lucia & Associates's NUVEEN SHORT DURATION CREDIT OPPORTUNITIES FUND position peaked at $3K in Q3 2021.
  • 26 funds tracked by Wall St. Rank held NUVEEN SHORT DURATION CREDIT OPPORTUNITIES FUND as of Q4 2021.

Based on Joseph P. Lucia & Associates's 13F filing for Q4 2021, filed 4 Feb 2022.