NVIM
JSD

New Vernon Investment Management’s NUVEEN SHORT DURATION CREDIT OPPORTUNITIES FUND JSD Stock Holding History

New Vernon Investment 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
2013
Q4 		– Sell
-59,200
Closed -$1.13M – 48
2013
Q3 		$1.13M Hold
59,200
– – 1.37% 28
2013
Q2 		$1.16M Buy
+59,200
New +$1.22M 1.37% 28

Other funds holding JSD

GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 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
Barclays
Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
MIG
Mariner Investment Group Harrison, New York $463M AUM 13.33% 1-Year Est. Return
U
UBS Zurich, Switzerland $136B AUM 16.35% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

New Vernon Investment Management's JSD Position: Q4 2013 in Review

New Vernon Investment Management sold out of NUVEEN SHORT DURATION CREDIT OPPORTUNITIES FUND (JSD) in Q4 2013, closing a stake of 59,200 shares — an estimated $1.13M sold.

New Vernon Investment Management first reported a position in JSD in Q2 2013 and held it in 2 quarters. The position peaked at $1.16M in Q2 2013. 25 funds tracked by Wall St. Rank hold JSD as of Q4 2013.

  • New Vernon Investment Management reported no remaining NUVEEN SHORT DURATION CREDIT OPPORTUNITIES FUND position as of Q4 2013 after selling out during the quarter.
  • New Vernon Investment Management sold 59,200 NUVEEN SHORT DURATION CREDIT OPPORTUNITIES FUND shares in Q4 2013, an estimated $1.13M.
  • New Vernon Investment Management first reported a position in NUVEEN SHORT DURATION CREDIT OPPORTUNITIES FUND in Q2 2013 and held it in 2 quarters.
  • New Vernon Investment Management's NUVEEN SHORT DURATION CREDIT OPPORTUNITIES FUND position peaked at $1.16M in Q2 2013.
  • 25 funds tracked by Wall St. Rank held NUVEEN SHORT DURATION CREDIT OPPORTUNITIES FUND as of Q4 2013.

Based on New Vernon Investment Management's 13F filing for Q4 2013, filed 7 Feb 2014.