Rockefeller Capital Management
JSD

Rockefeller Capital Management’s NUVEEN SHORT DURATION CREDIT OPPORTUNITIES FUND JSD Stock Holding History

Rockefeller Capital 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
Q1 		– Sell
-8,038
Closed -$95K – 4254
2022
Q4 		$95K Hold
8,038
– – ﹤0.01% 2054
2022
Q3 		$95K Sell
8,038
-105
-1% -$1.3K ﹤0.01% 2024
2022
Q2 		$97K Sell
8,143
-4,557
-36% -$59.1K ﹤0.01% 1972
2022
Q1 		$180K Buy
+12,700
New +$184K ﹤0.01% 1732

Other funds holding JSD

OCM
Oaktree Capital Management Los Angeles, California $6.56B AUM 42.97% 1-Year Est. Return
BI
Bulldog Investors Saddle Brook, New Jersey $445M AUM 2.55% 1-Year Est. Return
TJHA
Thomas J. Herzfeld Advisors Miami Beach, Florida $294M AUM 2.62% 1-Year Est. Return
SCM
Saba Capital Management New York $3.62B AUM 13% 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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return

Rockefeller Capital Management's JSD Position: Q1 2023 in Review

Rockefeller Capital Management sold out of NUVEEN SHORT DURATION CREDIT OPPORTUNITIES FUND (JSD) in Q1 2023, closing a stake of 8,038 shares — an estimated $95K sold.

Rockefeller Capital Management first reported a position in JSD in Q1 2022 and held it in 4 quarters. The position peaked at $180K in Q1 2022. 40 funds tracked by Wall St. Rank hold JSD as of Q1 2023.

  • Rockefeller Capital Management reported no remaining NUVEEN SHORT DURATION CREDIT OPPORTUNITIES FUND position as of Q1 2023 after selling out during the quarter.
  • Rockefeller Capital Management sold 8,038 NUVEEN SHORT DURATION CREDIT OPPORTUNITIES FUND shares in Q1 2023, an estimated $95K.
  • Rockefeller Capital Management first reported a position in NUVEEN SHORT DURATION CREDIT OPPORTUNITIES FUND in Q1 2022 and held it in 4 quarters.
  • Rockefeller Capital Management's NUVEEN SHORT DURATION CREDIT OPPORTUNITIES FUND position peaked at $180K in Q1 2022.
  • 40 funds tracked by Wall St. Rank held NUVEEN SHORT DURATION CREDIT OPPORTUNITIES FUND as of Q1 2023.

Based on Rockefeller Capital Management's 13F filing for Q1 2023, filed 16 May 2023.