PFGIA
JSD

Patriot Financial Group Insurance Agency’s NUVEEN SHORT DURATION CREDIT OPPORTUNITIES FUND JSD Stock Holding History

Patriot Financial Group Insurance Agency’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
2022
Q3 		– Sell
-671
Closed -$8K – 2129
2022
Q2 		$8K Buy
671
+13
+2% +$169 ﹤0.01% 1357
2022
Q1 		$9K Buy
658
+7
+1% +$101 ﹤0.01% 1424
2021
Q4 		$10K Buy
651
+15
+2% +$225 ﹤0.01% 1506
2021
Q3 		$10K Buy
636
+11
+2% +$163 ﹤0.01% 1501
2021
Q2 		$9K Buy
625
+11
+2% +$159 ﹤0.01% 1495
2021
Q1 		$9K Buy
614
+7
+1% +$97 ﹤0.01% 1408
2020
Q4 		$8K Buy
607
+14
+2% +$177 ﹤0.01% 1312
2020
Q3 		$7K Buy
593
+10
+2% +$120 ﹤0.01% 1167
2020
Q2 		$7K Buy
583
+14
+2% +$161 ﹤0.01% 1107
2020
Q1 		$6K Buy
569
+10
+2% +$139 ﹤0.01% 1041
2019
Q4 		$8K Buy
559
+11
+2% +$162 ﹤0.01% 896
2019
Q3 		$8K Buy
548
+8
+1% +$122 ﹤0.01% 861
2019
Q2 		$8K Buy
540
+14
+3% +$219 ﹤0.01% 865
2019
Q1 		$8K Buy
526
+10
+2% +$156 ﹤0.01% 767
2018
Q4 		$7K Sell
516
-2,990
-85% -$47K ﹤0.01% 689
2018
Q3 		$60K Buy
3,506
+6
+0.2% +$101 0.04% 276
2018
Q2 		$60K Hold
3,500
– – 0.06% 168
2018
Q1 		$59K Hold
3,500
– – 0.04% 287
2017
Q4 		$58K Hold
3,500
– – 0.04% 273
2017
Q3 		$61K Hold
3,500
– – 0.05% 229
2017
Q2 		$61K Hold
3,500
– – 0.06% 217
2017
Q1 		$63K Hold
3,500
– – 0.07% 199
2016
Q4 		$61K Buy
+3,500
New +$58.9K 0.08% 192

Other funds holding JSD

OCM
Oaktree Capital Management Los Angeles, California $6.56B AUM 42.97% 1-Year Est. Return
SCM
Saba Capital Management New York $3.62B AUM 12.96% 1-Year Est. Return
SIA
Sit Investment Associates Minneapolis, Minnesota $5.28B AUM 14.42% 1-Year Est. Return
TJHA
Thomas J. Herzfeld Advisors Miami Beach, Florida $326M AUM 0.12% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
NCM
Next Capital Management New York $370M AUM 13.07% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BI
Bulldog Investors Saddle Brook, New Jersey $445M AUM 2.14% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return

Patriot Financial Group Insurance Agency's JSD Position: Q3 2022 in Review

Patriot Financial Group Insurance Agency sold out of NUVEEN SHORT DURATION CREDIT OPPORTUNITIES FUND (JSD) in Q3 2022, closing a stake of 671 shares — an estimated $8K sold.

Patriot Financial Group Insurance Agency first reported a position in JSD in Q4 2016 and held it in 23 quarters. The position peaked at $63K in Q1 2017. 38 funds tracked by Wall St. Rank hold JSD as of Q3 2022.

  • Patriot Financial Group Insurance Agency reported no remaining NUVEEN SHORT DURATION CREDIT OPPORTUNITIES FUND position as of Q3 2022 after selling out during the quarter.
  • Patriot Financial Group Insurance Agency sold 671 NUVEEN SHORT DURATION CREDIT OPPORTUNITIES FUND shares in Q3 2022, an estimated $8K.
  • Patriot Financial Group Insurance Agency first reported a position in NUVEEN SHORT DURATION CREDIT OPPORTUNITIES FUND in Q4 2016 and held it in 23 quarters.
  • Patriot Financial Group Insurance Agency's NUVEEN SHORT DURATION CREDIT OPPORTUNITIES FUND position peaked at $63K in Q1 2017.
  • 38 funds tracked by Wall St. Rank held NUVEEN SHORT DURATION CREDIT OPPORTUNITIES FUND as of Q3 2022.

Based on Patriot Financial Group Insurance Agency's 13F filing for Q3 2022, filed 1 Nov 2022.