SIA
JSD

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

SeaBridge 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
2017
Q1 		– Sell
-650
Closed -$11K – 289
2016
Q4 		$11K Hold
650
– – ﹤0.01% 226
2016
Q3 		$11K Hold
650
– – ﹤0.01% 231
2016
Q2 		$10K Buy
+650
New +$10K ﹤0.01% 238

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
CS
Comerica Securities Detroit, Michigan $1.2B AUM 16.58% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

SeaBridge Investment Advisors's JSD Position: Q1 2017 in Review

SeaBridge Investment Advisors sold out of NUVEEN SHORT DURATION CREDIT OPPORTUNITIES FUND (JSD) in Q1 2017, closing a stake of 650 shares — an estimated $11K sold.

SeaBridge Investment Advisors first reported a position in JSD in Q2 2016 and held it in 3 quarters. The position peaked at $11K in Q4 2016. 33 funds tracked by Wall St. Rank hold JSD as of Q1 2017.

  • SeaBridge Investment Advisors reported no remaining NUVEEN SHORT DURATION CREDIT OPPORTUNITIES FUND position as of Q1 2017 after selling out during the quarter.
  • SeaBridge Investment Advisors sold 650 NUVEEN SHORT DURATION CREDIT OPPORTUNITIES FUND shares in Q1 2017, an estimated $11K.
  • SeaBridge Investment Advisors first reported a position in NUVEEN SHORT DURATION CREDIT OPPORTUNITIES FUND in Q2 2016 and held it in 3 quarters.
  • SeaBridge Investment Advisors's NUVEEN SHORT DURATION CREDIT OPPORTUNITIES FUND position peaked at $11K in Q4 2016.
  • 33 funds tracked by Wall St. Rank held NUVEEN SHORT DURATION CREDIT OPPORTUNITIES FUND as of Q1 2017.

Based on SeaBridge Investment Advisors's 13F filing for Q1 2017, filed 18 Apr 2017.