LPL Financial
JSD

LPL Financial’s NUVEEN SHORT DURATION CREDIT OPPORTUNITIES FUND JSD Stock Holding History

LPL Financial’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
2023
Q3 		– Sell
-112,391
Closed -$1.3M – 4859
2023
Q2 		$1.3M Buy
112,391
+44,433
+65% +$514K ﹤0.01% 2637
2023
Q1 		$797K Buy
67,958
+2,711
+4% +$32.9K ﹤0.01% 2934
2022
Q4 		$774K Sell
65,247
-3,907
-6% -$46.7K ﹤0.01% 2854
2022
Q3 		$818K Sell
69,154
-803
-1% -$9.95K ﹤0.01% 2699
2022
Q2 		$842K Sell
69,957
-5,698
-8% -$73.9K ﹤0.01% 2724
2022
Q1 		$1.08M Buy
75,655
+6,521
+9% +$94.2K ﹤0.01% 2553
2021
Q4 		$1.02M Sell
69,134
-2,709
-4% -$40.6K ﹤0.01% 2636
2021
Q3 		$1.08M Sell
71,843
-12,240
-15% -$181K ﹤0.01% 2550
2021
Q2 		$1.26M Sell
84,083
-10,957
-12% -$158K ﹤0.01% 2373
2021
Q1 		$1.34M Sell
95,040
-26,680
-22% -$368K ﹤0.01% 2149
2020
Q4 		$1.63M Sell
121,720
-13,234
-10% -$167K ﹤0.01% 1818
2020
Q3 		$1.67M Sell
134,954
-5,492
-4% -$65.8K ﹤0.01% 1563
2020
Q2 		$1.66M Buy
140,446
+127,085
+951% +$1.46M ﹤0.01% 1468
2020
Q1 		$145K Buy
+13,361
New +$186K ﹤0.01% 2908
2019
Q3 		– Sell
-24,103
Closed -$382K – 3439
2019
Q2 		$382K Sell
24,103
-7,109
-23% -$111K ﹤0.01% 2498
2019
Q1 		$485K Sell
31,212
-1,100
-3% -$17.2K ﹤0.01% 2252
2018
Q4 		$463K Sell
32,312
-29,619
-48% -$465K ﹤0.01% 2099
2018
Q3 		$1.05M Sell
61,931
-3,638
-6% -$61.3K ﹤0.01% 1640
2018
Q2 		$1.11M Buy
65,569
+5,410
+9% +$92.2K ﹤0.01% 1552
2018
Q1 		$1.02M Buy
60,159
+11,667
+24% +$195K ﹤0.01% 1595
2017
Q4 		$806K Buy
48,492
+11,615
+31% +$199K ﹤0.01% 1691
2017
Q3 		$641K Buy
36,877
+5
+0% +$87 ﹤0.01% 1755
2017
Q2 		$644K Sell
36,872
-18,633
-34% -$333K ﹤0.01% 1686
2017
Q1 		$990K Buy
55,505
+4,693
+9% +$84.6K 0.01% 1275
2016
Q4 		$901K Buy
50,812
+3,875
+8% +$65.2K 0.01% 1286
2016
Q3 		$776K Buy
46,937
+634
+1% +$10.2K 0.01% 1394
2016
Q2 		$721K Sell
46,303
-30,444
-40% -$469K 0.01% 1398
2016
Q1 		$1.15M Buy
76,747
+312
+0.4% +$4.5K ﹤0.01% 1577
2015
Q4 		$1.14M Buy
76,435
+26,901
+54% +$402K ﹤0.01% 1579
2015
Q3 		$746K Sell
49,534
-900
-2% -$14.4K ﹤0.01% 1463
2015
Q2 		$840K Sell
50,434
-3,000
-6% -$51.5K ﹤0.01% 1499
2015
Q1 		$921K Buy
53,434
+494
+0.9% +$8.4K ﹤0.01% 1412
2014
Q4 		$881K Buy
52,940
+3,526
+7% +$60K ﹤0.01% 1400
2014
Q3 		$848K Sell
49,414
-1,951
-4% -$35K 0.01% 1387
2014
Q2 		$945K Sell
51,365
-14,956
-23% -$275K 0.01% 1370
2014
Q1 		$1.23M Buy
66,321
+639
+1% +$12K 0.01% 1130
2013
Q4 		$1.24M Buy
65,682
+2,427
+4% +$45.2K 0.01% 1104
2013
Q3 		$1.18M Buy
63,255
+40,156
+174% +$777K 0.01% 1092
2013
Q2 		$453K Buy
+23,099
New +$477K ﹤0.01% 1634

LPL Financial's JSD Position: Q3 2023 in Review

LPL Financial sold out of NUVEEN SHORT DURATION CREDIT OPPORTUNITIES FUND (JSD) in Q3 2023, closing a stake of 112,391 shares — an estimated $1.3M sold.

LPL Financial first reported a position in JSD in Q2 2013 and held it in 39 quarters. The position peaked at $1.67M in Q3 2020. 0 funds tracked by Wall St. Rank hold JSD as of Q3 2023.

  • LPL Financial reported no remaining NUVEEN SHORT DURATION CREDIT OPPORTUNITIES FUND position as of Q3 2023 after selling out during the quarter.
  • LPL Financial sold 112,391 NUVEEN SHORT DURATION CREDIT OPPORTUNITIES FUND shares in Q3 2023, an estimated $1.3M.
  • LPL Financial first reported a position in NUVEEN SHORT DURATION CREDIT OPPORTUNITIES FUND in Q2 2013 and held it in 39 quarters.
  • LPL Financial's NUVEEN SHORT DURATION CREDIT OPPORTUNITIES FUND position peaked at $1.67M in Q3 2020.
  • 0 funds tracked by Wall St. Rank held NUVEEN SHORT DURATION CREDIT OPPORTUNITIES FUND as of Q3 2023.

Based on LPL Financial's 13F filing for Q3 2023, filed 13 Nov 2023.