MHS
JSD

M Holdings Securities’s NUVEEN SHORT DURATION CREDIT OPPORTUNITIES FUND JSD Stock Holding History

M Holdings Securities’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
2014
Q4 		– Sell
-1,342
Closed -$23K – 519
2014
Q3 		$23K Buy
+1,342
New +$24K 0.01% 504

Other funds holding JSD

GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
MIG
Mariner Investment Group Harrison, New York $346M AUM 25.25% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
NCM
Newgate Capital Management Greenwich, Connecticut $121M AUM 3.73% 1-Year Est. Return
JP Morgan Chase
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
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
BI
BlueSpruce Investments Chicago, Illinois $631M AUM 11.83% 1-Year Est. Return

M Holdings Securities's JSD Position: Q4 2014 in Review

M Holdings Securities sold out of NUVEEN SHORT DURATION CREDIT OPPORTUNITIES FUND (JSD) in Q4 2014, closing a stake of 1,342 shares — an estimated $23K sold.

M Holdings Securities first reported a position in JSD in Q3 2014 and held it in 1 quarter. The position peaked at $23K in Q3 2014. 31 funds tracked by Wall St. Rank hold JSD as of Q4 2014.

  • M Holdings Securities reported no remaining NUVEEN SHORT DURATION CREDIT OPPORTUNITIES FUND position as of Q4 2014 after selling out during the quarter.
  • M Holdings Securities sold 1,342 NUVEEN SHORT DURATION CREDIT OPPORTUNITIES FUND shares in Q4 2014, an estimated $23K.
  • M Holdings Securities first reported a position in NUVEEN SHORT DURATION CREDIT OPPORTUNITIES FUND in Q3 2014 and held it in 1 quarter.
  • M Holdings Securities's NUVEEN SHORT DURATION CREDIT OPPORTUNITIES FUND position peaked at $23K in Q3 2014.
  • 31 funds tracked by Wall St. Rank held NUVEEN SHORT DURATION CREDIT OPPORTUNITIES FUND as of Q4 2014.

Based on M Holdings Securities's 13F filing for Q4 2014, filed 13 Feb 2015.