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.