Northwestern Mutual Wealth Management
JSD

Northwestern Mutual Wealth Management’s NUVEEN SHORT DURATION CREDIT OPPORTUNITIES FUND JSD Stock Holding History

Northwestern Mutual Wealth 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
2023
Q2 		– Sell
-1,067
Closed -$12.5K – 3715
2023
Q1 		$12.5K Buy
+1,067
New +$12.9K ﹤0.01% 2424
2020
Q2 		– Sell
-2,753
Closed -$30K – 2839
2020
Q1 		$30K Sell
2,753
-16,670
-86% -$232K ﹤0.01% 1572
2019
Q4 		$295K Sell
19,423
-5,263
-21% -$77.6K ﹤0.01% 821
2019
Q3 		$370K Sell
24,686
-762
-3% -$11.6K ﹤0.01% 710
2019
Q2 		$403K Sell
25,448
-6,356
-20% -$99.6K ﹤0.01% 693
2019
Q1 		$494K Sell
31,804
-708
-2% -$11K ﹤0.01% 626
2018
Q4 		$466K Buy
32,512
+603
+2% +$9.47K ﹤0.01% 580
2018
Q3 		$544K Buy
31,909
+31,021
+3,493% +$522K ﹤0.01% 546
2018
Q2 		$15K Sell
888
-1,112
-56% -$18.9K ﹤0.01% 1710
2018
Q1 		$34K Hold
2,000
– – ﹤0.01% 1351
2017
Q4 		$33K Sell
2,000
-850
-30% -$14.5K ﹤0.01% 1325
2017
Q3 		$50K Hold
2,850
– – ﹤0.01% 1127
2017
Q2 		$50K Hold
2,850
– – ﹤0.01% 1096
2017
Q1 		$51K Buy
2,850
+600
+27% +$10.8K ﹤0.01% 1030
2016
Q4 		$39K Buy
+2,250
New +$37.9K ﹤0.01% 1118

Other funds holding JSD

BI
Bulldog Investors Saddle Brook, New Jersey $445M AUM 2.55% 1-Year Est. Return
SCM
Saba Capital Management New York $3.62B AUM 13% 1-Year Est. Return
TJHA
Thomas J. Herzfeld Advisors Miami Beach, Florida $294M AUM 2.62% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return
SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
NCM
Next Capital Management New York $330M AUM 11.54% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Northwestern Mutual Wealth Management's JSD Position: Q2 2023 in Review

Northwestern Mutual Wealth Management sold out of NUVEEN SHORT DURATION CREDIT OPPORTUNITIES FUND (JSD) in Q2 2023, closing a stake of 1,067 shares — an estimated $12.5K sold.

Northwestern Mutual Wealth Management first reported a position in JSD in Q4 2016 and held it in 15 quarters. The position peaked at $544K in Q3 2018. 40 funds tracked by Wall St. Rank hold JSD as of Q2 2023.

  • Northwestern Mutual Wealth Management reported no remaining NUVEEN SHORT DURATION CREDIT OPPORTUNITIES FUND position as of Q2 2023 after selling out during the quarter.
  • Northwestern Mutual Wealth Management sold 1,067 NUVEEN SHORT DURATION CREDIT OPPORTUNITIES FUND shares in Q2 2023, an estimated $12.5K.
  • Northwestern Mutual Wealth Management first reported a position in NUVEEN SHORT DURATION CREDIT OPPORTUNITIES FUND in Q4 2016 and held it in 15 quarters.
  • Northwestern Mutual Wealth Management's NUVEEN SHORT DURATION CREDIT OPPORTUNITIES FUND position peaked at $544K in Q3 2018.
  • 40 funds tracked by Wall St. Rank held NUVEEN SHORT DURATION CREDIT OPPORTUNITIES FUND as of Q2 2023.

Based on Northwestern Mutual Wealth Management's 13F filing for Q2 2023, filed 14 Aug 2023.