PIA
JSD

Peachtree Investment Advisors’s NUVEEN SHORT DURATION CREDIT OPPORTUNITIES FUND JSD Stock Holding History

Peachtree Investment Advisors’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
2015
Q3 		– Sell
-7,000
Closed -$115K – 304
2015
Q2 		$115K Hold
7,000
– – 0.09% 144
2015
Q1 		$120K Hold
7,000
– – 0.09% 153
2014
Q4 		$117K Hold
7,000
– – 0.08% 168
2014
Q3 		$120K Buy
+7,000
New +$125K 0.08% 160

Other funds holding JSD

Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 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
MIG
Mariner Investment Group Harrison, New York $463M AUM 13.33% 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
NCM
Newgate Capital Management Greenwich, Connecticut $121M AUM 3.73% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.79% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

Peachtree Investment Advisors's JSD Position: Q3 2015 in Review

Peachtree Investment Advisors sold out of NUVEEN SHORT DURATION CREDIT OPPORTUNITIES FUND (JSD) in Q3 2015, closing a stake of 7,000 shares — an estimated $115K sold.

Peachtree Investment Advisors first reported a position in JSD in Q3 2014 and held it in 4 quarters. The position peaked at $120K in Q1 2015. 29 funds tracked by Wall St. Rank hold JSD as of Q3 2015.

  • Peachtree Investment Advisors reported no remaining NUVEEN SHORT DURATION CREDIT OPPORTUNITIES FUND position as of Q3 2015 after selling out during the quarter.
  • Peachtree Investment Advisors sold 7,000 NUVEEN SHORT DURATION CREDIT OPPORTUNITIES FUND shares in Q3 2015, an estimated $115K.
  • Peachtree Investment Advisors first reported a position in NUVEEN SHORT DURATION CREDIT OPPORTUNITIES FUND in Q3 2014 and held it in 4 quarters.
  • Peachtree Investment Advisors's NUVEEN SHORT DURATION CREDIT OPPORTUNITIES FUND position peaked at $120K in Q1 2015.
  • 29 funds tracked by Wall St. Rank held NUVEEN SHORT DURATION CREDIT OPPORTUNITIES FUND as of Q3 2015.

Based on Peachtree Investment Advisors's 13F filing for Q3 2015, filed 14 Oct 2015.