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JSD

NWAM LLC’s NUVEEN SHORT DURATION CREDIT OPPORTUNITIES FUND JSD Stock Holding History

NWAM LLC’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
Q4 		– Sell
-20,758
Closed -$361K – 343
2017
Q3 		$361K Sell
20,758
-3,037
-13% -$53K 0.09% 209
2017
Q2 		$415K Buy
+23,795
New +$425K 0.07% 178

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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 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
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

NWAM LLC's JSD Position: Q4 2017 in Review

NWAM LLC sold out of NUVEEN SHORT DURATION CREDIT OPPORTUNITIES FUND (JSD) in Q4 2017, closing a stake of 20,758 shares — an estimated $361K sold.

NWAM LLC first reported a position in JSD in Q2 2017 and held it in 2 quarters. The position peaked at $415K in Q2 2017. 40 funds tracked by Wall St. Rank hold JSD as of Q4 2017.

  • NWAM LLC reported no remaining NUVEEN SHORT DURATION CREDIT OPPORTUNITIES FUND position as of Q4 2017 after selling out during the quarter.
  • NWAM LLC sold 20,758 NUVEEN SHORT DURATION CREDIT OPPORTUNITIES FUND shares in Q4 2017, an estimated $361K.
  • NWAM LLC first reported a position in NUVEEN SHORT DURATION CREDIT OPPORTUNITIES FUND in Q2 2017 and held it in 2 quarters.
  • NWAM LLC's NUVEEN SHORT DURATION CREDIT OPPORTUNITIES FUND position peaked at $415K in Q2 2017.
  • 40 funds tracked by Wall St. Rank held NUVEEN SHORT DURATION CREDIT OPPORTUNITIES FUND as of Q4 2017.

Based on NWAM LLC's 13F filing for Q4 2017, filed 7 Feb 2018.