NFG
JSD

Next Financial Group’s NUVEEN SHORT DURATION CREDIT OPPORTUNITIES FUND JSD Stock Holding History

Next Financial Group’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
2017
Q2 		– Sell
-800
Closed -$15K – 2046
2017
Q1 		$15K Buy
+800
New +$14.4K ﹤0.01% 1149

Other funds holding JSD

GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
LTFS
Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return
CS
Comerica Securities Detroit, Michigan $1.2B AUM 16.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Next Financial Group's JSD Position: Q2 2017 in Review

Next Financial Group sold out of NUVEEN SHORT DURATION CREDIT OPPORTUNITIES FUND (JSD) in Q2 2017, closing a stake of 800 shares — an estimated $15K sold.

Next Financial Group first reported a position in JSD in Q1 2017 and held it in 1 quarter. The position peaked at $15K in Q1 2017. 37 funds tracked by Wall St. Rank hold JSD as of Q2 2017.

  • Next Financial Group reported no remaining NUVEEN SHORT DURATION CREDIT OPPORTUNITIES FUND position as of Q2 2017 after selling out during the quarter.
  • Next Financial Group sold 800 NUVEEN SHORT DURATION CREDIT OPPORTUNITIES FUND shares in Q2 2017, an estimated $15K.
  • Next Financial Group first reported a position in NUVEEN SHORT DURATION CREDIT OPPORTUNITIES FUND in Q1 2017 and held it in 1 quarter.
  • Next Financial Group's NUVEEN SHORT DURATION CREDIT OPPORTUNITIES FUND position peaked at $15K in Q1 2017.
  • 37 funds tracked by Wall St. Rank held NUVEEN SHORT DURATION CREDIT OPPORTUNITIES FUND as of Q2 2017.

Based on Next Financial Group's 13F filing for Q2 2017, filed 12 Jul 2017.