MWM
JSD

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

Melfa 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
2023
Q1 		– Sell
-12,665
Closed -$150K – 141
2022
Q4 		$150K Buy
+12,665
New +$151K 0.16% 114

Other funds holding JSD

OCM
Oaktree Capital Management Los Angeles, California $6.56B AUM 42.97% 1-Year Est. Return
BI
Bulldog Investors Saddle Brook, New Jersey $445M AUM 2.55% 1-Year Est. Return
TJHA
Thomas J. Herzfeld Advisors Miami Beach, Florida $294M AUM 2.62% 1-Year Est. Return
SCM
Saba Capital Management New York $3.62B AUM 13% 1-Year Est. Return
NCM
Next Capital Management New York $330M AUM 11.54% 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
SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return

Melfa Wealth Management's JSD Position: Q1 2023 in Review

Melfa Wealth Management sold out of NUVEEN SHORT DURATION CREDIT OPPORTUNITIES FUND (JSD) in Q1 2023, closing a stake of 12,665 shares — an estimated $150K sold.

Melfa Wealth Management first reported a position in JSD in Q4 2022 and held it in 1 quarter. The position peaked at $150K in Q4 2022. 40 funds tracked by Wall St. Rank hold JSD as of Q1 2023.

  • Melfa Wealth Management reported no remaining NUVEEN SHORT DURATION CREDIT OPPORTUNITIES FUND position as of Q1 2023 after selling out during the quarter.
  • Melfa Wealth Management sold 12,665 NUVEEN SHORT DURATION CREDIT OPPORTUNITIES FUND shares in Q1 2023, an estimated $150K.
  • Melfa Wealth Management first reported a position in NUVEEN SHORT DURATION CREDIT OPPORTUNITIES FUND in Q4 2022 and held it in 1 quarter.
  • Melfa Wealth Management's NUVEEN SHORT DURATION CREDIT OPPORTUNITIES FUND position peaked at $150K in Q4 2022.
  • 40 funds tracked by Wall St. Rank held NUVEEN SHORT DURATION CREDIT OPPORTUNITIES FUND as of Q1 2023.

Based on Melfa Wealth Management's 13F filing for Q1 2023, filed 20 Apr 2023.