LTFS
JSD

Ladenburg Thalmann Financial Services’s NUVEEN SHORT DURATION CREDIT OPPORTUNITIES FUND JSD Stock Holding History

Ladenburg Thalmann Financial Services’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
2019
Q4 		$3.09M Sell
203,332
-14,945
-7% -$220K 0.02% 675
2019
Q3 		$3.27M Sell
218,277
-7,479
-3% -$114K 0.02% 621
2019
Q2 		$3.58M Sell
225,756
-1,021
-0.5% -$16K 0.03% 574
2019
Q1 		$3.52M Buy
226,777
+5,514
+2% +$86K 0.03% 550
2018
Q4 		$3.17M Sell
221,263
-1,146
-0.5% -$18K 0.03% 511
2018
Q3 		$3.79M Buy
222,409
+89,226
+67% +$1.5M 0.03% 478
2018
Q2 		$2.25M Hold
133,183
– – 0.02% 647
2018
Q1 		$2.25M Buy
133,183
+906
+0.7% +$15.2K 0.02% 647
2017
Q4 		$2.2M Sell
132,277
-3,824
-3% -$65.4K 0.02% 642
2017
Q3 		$2.37M Buy
136,101
+2,341
+2% +$40.8K 0.03% 557
2017
Q2 		$2.34M Buy
133,760
+57,281
+75% +$1.02M 0.03% 525
2017
Q1 		$1.36M Buy
76,479
+17,232
+29% +$311K 0.02% 738
2016
Q4 		$1.04M Sell
59,247
-13,847
-19% -$233K 0.01% 834
2016
Q3 		$1.23M Sell
73,094
-4,891
-6% -$79K 0.02% 684
2016
Q2 		$1.23M Sell
77,985
-2,011
-3% -$31K 0.02% 663
2016
Q1 		$1.21M Sell
79,996
-6,529
-8% -$94.1K 0.02% 614
2015
Q4 		$1.28M Sell
86,525
-7,031
-8% -$105K 0.02% 573
2015
Q3 		$1.44M Sell
93,556
-145
-0.2% -$2.33K 0.03% 492
2015
Q2 		$1.54M Sell
93,701
-2,060
-2% -$35.4K 0.03% 508
2015
Q1 		$1.64M Buy
95,761
+94,701
+8,934% +$1.61M 0.03% 478
2014
Q4 		$17K Buy
1,060
+510
+93% +$8.67K ﹤0.01% 3122
2014
Q3 		$9K Hold
550
– – ﹤0.01% 3201
2014
Q2 		$10K Hold
550
– – ﹤0.01% 3112
2014
Q1 		$10K Hold
550
– – ﹤0.01% 2995
2013
Q4 		$10K Hold
550
– – ﹤0.01% 2970
2013
Q3 		$11K Sell
550
-475
-46% -$9.2K ﹤0.01% 2838
2013
Q2 		$20K Buy
+1,025
New +$21.2K ﹤0.01% 2368

Other funds holding JSD

GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
VEA
Virtus ETF Advisers New York $215M AUM 53.68% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
SCM
Saba Capital Management New York $3.62B AUM 13% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
MC
Matisse Capital Portland, Oregon $234M AUM 19.72% 1-Year Est. Return
WAM
Wolverine Asset Management Chicago, Illinois $10.4B AUM 4.78% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Ladenburg Thalmann Financial Services's JSD Position: Q4 2019 in Review

Ladenburg Thalmann Financial Services reduced its NUVEEN SHORT DURATION CREDIT OPPORTUNITIES FUND (JSD) stake by 6.8% in Q4 2019, selling an estimated $220K and leaving 203,332 shares worth $3.09M. The position accounts for 0.02% of the portfolio, ranked #675.

Ladenburg Thalmann Financial Services first reported a position in JSD in Q2 2013 and has held it in 27 quarters since. The position peaked at $3.79M in Q3 2018. 42 funds tracked by Wall St. Rank hold JSD as of Q4 2019.

  • Ladenburg Thalmann Financial Services held 203,332 shares of NUVEEN SHORT DURATION CREDIT OPPORTUNITIES FUND worth $3.09M as of Q4 2019.
  • Ladenburg Thalmann Financial Services sold 14,945 NUVEEN SHORT DURATION CREDIT OPPORTUNITIES FUND shares in Q4 2019, an estimated $220K.
  • NUVEEN SHORT DURATION CREDIT OPPORTUNITIES FUND made up 0.02% of Ladenburg Thalmann Financial Services's portfolio in Q4 2019, its #675 holding.
  • Ladenburg Thalmann Financial Services first reported a position in NUVEEN SHORT DURATION CREDIT OPPORTUNITIES FUND in Q2 2013 and has held it in 27 quarters since.
  • Ladenburg Thalmann Financial Services's NUVEEN SHORT DURATION CREDIT OPPORTUNITIES FUND position peaked at $3.79M in Q3 2018.
  • 42 funds tracked by Wall St. Rank held NUVEEN SHORT DURATION CREDIT OPPORTUNITIES FUND as of Q4 2019.

Based on Ladenburg Thalmann Financial Services's 13F filing for Q4 2019, filed 14 Feb 2020.