PFO
JSD

Pathstone Family Office’s NUVEEN SHORT DURATION CREDIT OPPORTUNITIES FUND JSD Stock Holding History

Pathstone Family Office’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
2013
Q4 		– Sell
-2,124
Closed -$42K – 391
2013
Q3 		$42K Buy
+2,124
New +$41.1K 0.18% 89

Other funds holding JSD

GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 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
NCM
Newgate Capital Management Greenwich, Connecticut $121M AUM 3.73% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
MIG
Mariner Investment Group Harrison, New York $346M AUM 25.25% 1-Year Est. Return
U
UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Pathstone Family Office's JSD Position: Q4 2013 in Review

Pathstone Family Office sold out of NUVEEN SHORT DURATION CREDIT OPPORTUNITIES FUND (JSD) in Q4 2013, closing a stake of 2,124 shares — an estimated $42K sold.

Pathstone Family Office first reported a position in JSD in Q3 2013 and held it in 1 quarter. The position peaked at $42K in Q3 2013. 25 funds tracked by Wall St. Rank hold JSD as of Q4 2013.

  • Pathstone Family Office reported no remaining NUVEEN SHORT DURATION CREDIT OPPORTUNITIES FUND position as of Q4 2013 after selling out during the quarter.
  • Pathstone Family Office sold 2,124 NUVEEN SHORT DURATION CREDIT OPPORTUNITIES FUND shares in Q4 2013, an estimated $42K.
  • Pathstone Family Office first reported a position in NUVEEN SHORT DURATION CREDIT OPPORTUNITIES FUND in Q3 2013 and held it in 1 quarter.
  • Pathstone Family Office's NUVEEN SHORT DURATION CREDIT OPPORTUNITIES FUND position peaked at $42K in Q3 2013.
  • 25 funds tracked by Wall St. Rank held NUVEEN SHORT DURATION CREDIT OPPORTUNITIES FUND as of Q4 2013.

Based on Pathstone Family Office's 13F filing for Q4 2013, filed 4 Feb 2014.