Next Capital Management’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
-215,984
Closed -$2.5M 124
2023
Q2
$2.5M Hold
215,984
1.16% 23
2023
Q1
$2.54M Sell
215,984
-15,810
-7% -$192K 1.22% 21
2022
Q4
$2.75M Buy
231,794
+17,227
+8% +$206K 1.48% 18
2022
Q3
$2.54M Buy
214,567
+18,215
+9% +$226K 1.92% 14
2022
Q2
$2.36M Buy
+196,352
New +$2.55M 1.72% 14
2021
Q4
Sell
-129,538
Closed -$1.96M 118
2021
Q3
$1.96M Sell
129,538
-11,627
-8% -$172K 1.42% 22
2021
Q2
$2.12M Buy
141,165
+27,713
+24% +$400K 1.35% 23
2021
Q1
$1.6M Hold
113,452
1.04% 27
2020
Q4
$1.52M Buy
113,452
+7,985
+8% +$101K 1.07% 27
2020
Q3
$1.31M Hold
105,467
0.87% 28
2020
Q2
$1.24M Hold
105,467
0.88% 27
2020
Q1
$1.15M Buy
105,467
+29,335
+39% +$409K 0.92% 27
2019
Q4
$1.16M Buy
76,132
+5,500
+8% +$81.1K 0.83% 32
2019
Q3
$995K Hold
70,632
0.67% 35
2019
Q2
$1.12M Buy
70,632
+45,742
+184% +$717K 0.75% 30
2019
Q1
$387K Hold
24,890
0.33% 59
2018
Q4
$357K Buy
+24,890
New +$391K 0.31% 59

Next Capital Management's JSD Position: Q3 2023 in Review

Next Capital Management sold out of NUVEEN SHORT DURATION CREDIT OPPORTUNITIES FUND (JSD) in Q3 2023, closing a stake of 215,984 shares — an estimated $2.5M sold.

Next Capital Management first reported a position in JSD in Q4 2018 and held it in 17 quarters. The position peaked at $2.75M in Q4 2022. 0 funds tracked by Wall St. Rank hold JSD as of Q3 2023.

  • Next Capital Management reported no remaining NUVEEN SHORT DURATION CREDIT OPPORTUNITIES FUND position as of Q3 2023 after selling out during the quarter.
  • Next Capital Management sold 215,984 NUVEEN SHORT DURATION CREDIT OPPORTUNITIES FUND shares in Q3 2023, an estimated $2.5M.
  • Next Capital Management first reported a position in NUVEEN SHORT DURATION CREDIT OPPORTUNITIES FUND in Q4 2018 and held it in 17 quarters.
  • Next Capital Management's NUVEEN SHORT DURATION CREDIT OPPORTUNITIES FUND position peaked at $2.75M in Q4 2022.
  • 0 funds tracked by Wall St. Rank held NUVEEN SHORT DURATION CREDIT OPPORTUNITIES FUND as of Q3 2023.

Based on Next Capital Management's 13F filing for Q3 2023, filed 18 Oct 2023.