NewEdge Advisors’s NUVEEN SHORT DURATION CREDIT OPPORTUNITIES FUND JSD Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2023
Q3
Sell
-62,200
Closed -$718K 3723
2023
Q2
$718K Buy
62,200
+1,000
+2% +$11.6K 0.01% 1020
2023
Q1
$712K Sell
61,200
-3,000
-5% -$36.4K 0.01% 950
2022
Q4
$761K Sell
64,200
-1,100
-2% -$13.2K 0.02% 609
2022
Q3
$772K Sell
65,300
-100
-0.2% -$1.24K 0.01% 758
2022
Q2
$787K Buy
65,400
+1,200
+2% +$15.6K 0.01% 790
2022
Q1
$914K Sell
64,200
-12,600
-16% -$182K 0.01% 667
2021
Q4
$1.14M Buy
+76,800
New +$1.15M 0.02% 664

NewEdge Advisors's JSD Position: Q3 2023 in Review

NewEdge Advisors sold out of NUVEEN SHORT DURATION CREDIT OPPORTUNITIES FUND (JSD) in Q3 2023, closing a stake of 62,200 shares — an estimated $718K sold.

NewEdge Advisors first reported a position in JSD in Q4 2021 and held it in 7 quarters. The position peaked at $1.14M in Q4 2021. 0 funds tracked by Wall St. Rank hold JSD as of Q3 2023.

  • NewEdge Advisors reported no remaining NUVEEN SHORT DURATION CREDIT OPPORTUNITIES FUND position as of Q3 2023 after selling out during the quarter.
  • NewEdge Advisors sold 62,200 NUVEEN SHORT DURATION CREDIT OPPORTUNITIES FUND shares in Q3 2023, an estimated $718K.
  • NewEdge Advisors first reported a position in NUVEEN SHORT DURATION CREDIT OPPORTUNITIES FUND in Q4 2021 and held it in 7 quarters.
  • NewEdge Advisors's NUVEEN SHORT DURATION CREDIT OPPORTUNITIES FUND position peaked at $1.14M in Q4 2021.
  • 0 funds tracked by Wall St. Rank held NUVEEN SHORT DURATION CREDIT OPPORTUNITIES FUND as of Q3 2023.

Based on NewEdge Advisors's 13F filing for Q3 2023, filed 14 Nov 2023.