Shaker Financial Services’s NUVEEN SHORT DURATION CREDIT OPPORTUNITIES FUND JSD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-74,251
| Closed | -$866K | – | 180 |
|
|
2023
Q2 | $866K | Sell |
74,251
-7,496
| -9% | -$86.7K | 0.38% | 83 |
|
|
2023
Q1 | $968K | Sell |
81,747
-273
| -0.3% | -$3.31K | 0.42% | 75 |
|
|
2022
Q4 | $973K | Sell |
82,020
-35,008
| -30% | -$419K | 0.46% | 67 |
|
|
2022
Q3 | $1.38M | Sell |
117,028
-6,224
| -5% | -$77.2K | 0.68% | 50 |
|
|
2022
Q2 | $1.48M | Sell |
123,252
-2,555
| -2% | -$33.1K | 0.72% | 48 |
|
|
2022
Q1 | $1.79M | Buy |
125,807
+17,765
| +16% | +$257K | 0.67% | 51 |
|
|
2021
Q4 | $1.6M | Buy |
108,042
+67,953
| +170% | +$1.02M | 0.57% | 61 |
|
|
2021
Q3 | $605K | Sell |
40,089
-15,125
| -27% | -$224K | 0.24% | 100 |
|
|
2021
Q2 | $828K | Buy |
55,214
+14,033
| +34% | +$203K | 0.31% | 102 |
|
|
2021
Q1 | $581K | Buy |
+41,181
| New | +$568K | 0.23% | 115 |
|
|
2020
Q3 | – | Sell |
-19,966
| Closed | -$235K | – | 195 |
|
|
2020
Q2 | $235K | Sell |
19,966
-28,205
| -59% | -$324K | 0.13% | 139 |
|
|
2020
Q1 | $524K | Sell |
48,171
-6,993
| -13% | -$97.4K | 0.35% | 90 |
|
|
2019
Q4 | $838K | Sell |
55,164
-55,773
| -50% | -$823K | 0.39% | 63 |
|
|
2019
Q3 | $1.66M | Buy |
110,937
+26,864
| +32% | +$409K | 0.85% | 33 |
|
|
2019
Q2 | $1.33M | Buy |
+84,073
| New | +$1.32M | 0.69% | 44 |
|
|
2019
Q1 | – | Sell |
-79,286
| Closed | -$1.14M | – | 149 |
|
|
2018
Q4 | $1.14M | Buy |
+79,286
| New | +$1.25M | 0.64% | 49 |
|
|
2018
Q1 | – | Sell |
-13,613
| Closed | -$226K | – | 142 |
|
|
2017
Q4 | $226K | Buy |
+13,613
| New | +$233K | 0.11% | 114 |
|
|
2016
Q3 | – | Sell |
-22,500
| Closed | -$354K | – | 147 |
|
|
2016
Q2 | $354K | Buy |
+22,500
| New | +$347K | 0.25% | 86 |
|
|
2015
Q4 | – | Sell |
-13,202
| Closed | -$201K | – | 123 |
|
|
2015
Q3 | $201K | Buy |
+13,202
| New | +$212K | 0.15% | 88 |
|
|
2014
Q4 | – | Sell |
-12,115
| Closed | -$207K | – | 176 |
|
|
2014
Q3 | $207K | Sell |
12,115
-3,000
| -20% | -$53.7K | 0.13% | 114 |
|
|
2014
Q2 | $278K | Sell |
15,115
-10,095
| -40% | -$186K | 0.17% | 121 |
|
|
2014
Q1 | $466K | Sell |
25,210
-1,500
| -6% | -$28.1K | 0.31% | 94 |
|
|
2013
Q4 | $503K | Buy |
+26,710
| New | +$497K | 0.35% | 88 |
|
Shaker Financial Services's JSD Position: Q3 2023 in Review
Shaker Financial Services sold out of NUVEEN SHORT DURATION CREDIT OPPORTUNITIES FUND (JSD) in Q3 2023, closing a stake of 74,251 shares — an estimated $866K sold.
Shaker Financial Services first reported a position in JSD in Q4 2013 and held it in 23 quarters. The position peaked at $1.79M in Q1 2022. 0 funds tracked by Wall St. Rank hold JSD as of Q3 2023.
- Shaker Financial Services reported no remaining NUVEEN SHORT DURATION CREDIT OPPORTUNITIES FUND position as of Q3 2023 after selling out during the quarter.
- Shaker Financial Services sold 74,251 NUVEEN SHORT DURATION CREDIT OPPORTUNITIES FUND shares in Q3 2023, an estimated $866K.
- Shaker Financial Services first reported a position in NUVEEN SHORT DURATION CREDIT OPPORTUNITIES FUND in Q4 2013 and held it in 23 quarters.
- Shaker Financial Services's NUVEEN SHORT DURATION CREDIT OPPORTUNITIES FUND position peaked at $1.79M in Q1 2022.
- 0 funds tracked by Wall St. Rank held NUVEEN SHORT DURATION CREDIT OPPORTUNITIES FUND as of Q3 2023.
Based on Shaker Financial Services's 13F filing for Q3 2023, filed 2 Nov 2023.