MA
JSD

Montag & Associates’s NUVEEN SHORT DURATION CREDIT OPPORTUNITIES FUND JSD Stock Holding History

Montag & Associates’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
Q2 		– Sell
-72
Closed -$833 – 920
2023
Q1 		$853 Hold
72
– – ﹤0.01% 896
2022
Q4 		$854 Hold
72
– – ﹤0.01% 910
2022
Q3 		$1K Hold
72
– – ﹤0.01% 861
2022
Q2 		$1K Hold
72
– – ﹤0.01% 824
2022
Q1 		$1K Hold
72
– – ﹤0.01% 840
2021
Q4 		$1K Hold
72
– – ﹤0.01% 855
2021
Q3 		$1K Hold
72
– – ﹤0.01% 865
2021
Q2 		$1K Hold
72
– – ﹤0.01% 858
2021
Q1 		$1K Hold
72
– – ﹤0.01% 859
2020
Q4 		$1K Buy
+72
New +$908 ﹤0.01% 786

Other funds holding JSD

BI
Bulldog Investors Saddle Brook, New Jersey $445M AUM 2.55% 1-Year Est. Return
SCM
Saba Capital Management New York $3.62B AUM 13% 1-Year Est. Return
TJHA
Thomas J. Herzfeld Advisors Miami Beach, Florida $294M AUM 2.62% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return
SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 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
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Montag & Associates's JSD Position: Q2 2023 in Review

Montag & Associates sold out of NUVEEN SHORT DURATION CREDIT OPPORTUNITIES FUND (JSD) in Q2 2023, closing a stake of 72 shares — an estimated $833 sold.

Montag & Associates first reported a position in JSD in Q4 2020 and held it in 10 quarters. The position peaked at $1K in Q3 2022. 40 funds tracked by Wall St. Rank hold JSD as of Q2 2023.

  • Montag & Associates reported no remaining NUVEEN SHORT DURATION CREDIT OPPORTUNITIES FUND position as of Q2 2023 after selling out during the quarter.
  • Montag & Associates sold 72 NUVEEN SHORT DURATION CREDIT OPPORTUNITIES FUND shares in Q2 2023, an estimated $833.
  • Montag & Associates first reported a position in NUVEEN SHORT DURATION CREDIT OPPORTUNITIES FUND in Q4 2020 and held it in 10 quarters.
  • Montag & Associates's NUVEEN SHORT DURATION CREDIT OPPORTUNITIES FUND position peaked at $1K in Q3 2022.
  • 40 funds tracked by Wall St. Rank held NUVEEN SHORT DURATION CREDIT OPPORTUNITIES FUND as of Q2 2023.

Based on Montag & Associates's 13F filing for Q2 2023, filed 9 Aug 2023.