Mid Atlantic Financial Management’s NUVEEN SHORT DURATION CREDIT OPPORTUNITIES FUND JSD Stock Holding History

Mid Atlantic Financial 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
2021 Q3	$1.16M	Buy	76,500 +1,300	+2%	+$19.2K	0.08%	219
2021 Q2	$1.13M	Sell	75,200 -7,500	-9%	-$108K	0.08%	226
2021 Q1	$1.17M	Sell	82,700 -2,400	-3%	-$33.1K	0.09%	205
2020 Q4	$1.14M	Buy	85,100 +1,100	+1%	+$13.9K	0.09%	206
2020 Q3	$1.04M	Sell	84,000 -3,900	-4%	-$46.7K	0.09%	208
2020 Q2	$1.04M	Buy	87,900 +2,900	+3%	+$33.3K	0.1%	184
2020 Q1	$925K	Buy	85,000 +6,900	+9%	+$96.1K	0.11%	177
2019 Q4	$1.19M	Buy	78,100 +7,500	+11%	+$111K	0.11%	173
2019 Q3	$1.06M	Buy	70,600 +9,500	+16%	+$144K	0.11%	177
2019 Q2	$968K	Buy	61,100 +14,200	+30%	+$222K	0.1%	201
2019 Q1	$728K	Buy	46,900 +5,800	+14%	+$90.5K	0.08%	271
2018 Q4	$589K	Buy	+41,100	New	+$646K	0.07%	288

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

Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return

NCM

Next Capital Management New York $330M AUM 11.54% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return

AAM

Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return

Bulldog Investors Saddle Brook, New Jersey $445M AUM 2.55% 1-Year Est. Return

Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Mid Atlantic Financial Management's JSD Position: Q3 2021 in Review

Mid Atlantic Financial Management increased its NUVEEN SHORT DURATION CREDIT OPPORTUNITIES FUND (JSD) stake by 1.7% in Q3 2021, buying an estimated $19.2K and bringing the position to 76,500 shares worth $1.16M. The position accounts for 0.08% of the portfolio, ranked #219.

Mid Atlantic Financial Management first reported a position in JSD in Q4 2018 and has held it in 12 quarters since. The position peaked at $1.19M in Q4 2019. 32 funds tracked by Wall St. Rank hold JSD as of Q3 2021.

Mid Atlantic Financial Management held 76,500 shares of NUVEEN SHORT DURATION CREDIT OPPORTUNITIES FUND worth $1.16M as of Q3 2021.
Mid Atlantic Financial Management bought 1,300 NUVEEN SHORT DURATION CREDIT OPPORTUNITIES FUND shares in Q3 2021, an estimated $19.2K.
NUVEEN SHORT DURATION CREDIT OPPORTUNITIES FUND made up 0.08% of Mid Atlantic Financial Management's portfolio in Q3 2021, its #219 holding.
Mid Atlantic Financial Management first reported a position in NUVEEN SHORT DURATION CREDIT OPPORTUNITIES FUND in Q4 2018 and has held it in 12 quarters since.
Mid Atlantic Financial Management's NUVEEN SHORT DURATION CREDIT OPPORTUNITIES FUND position peaked at $1.19M in Q4 2019.
32 funds tracked by Wall St. Rank held NUVEEN SHORT DURATION CREDIT OPPORTUNITIES FUND as of Q3 2021.

Based on Mid Atlantic Financial Management's 13F filing for Q3 2021, filed 12 Nov 2021.