SKK
JSD

Shepherd Kaplan Krochuk’s NUVEEN SHORT DURATION CREDIT OPPORTUNITIES FUND JSD Stock Holding History

Shepherd Kaplan Krochuk’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
2020
Q4 		– Sell
-10,640
Closed -$132K – 209
2020
Q3 		$132K Hold
10,640
– – 0.05% 166
2020
Q2 		$125K Sell
10,640
-4,330
-29% -$49.8K 0.06% 166
2020
Q1 		$163K Buy
+14,970
New +$209K 0.26% 101

Other funds holding JSD

SCM
Saba Capital Management New York $3.62B AUM 13% 1-Year Est. Return
SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
BI
Bulldog Investors Saddle Brook, New Jersey $445M AUM 2.55% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 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
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Shepherd Kaplan Krochuk's JSD Position: Q4 2020 in Review

Shepherd Kaplan Krochuk sold out of NUVEEN SHORT DURATION CREDIT OPPORTUNITIES FUND (JSD) in Q4 2020, closing a stake of 10,640 shares — an estimated $132K sold.

Shepherd Kaplan Krochuk first reported a position in JSD in Q1 2020 and held it in 3 quarters. The position peaked at $163K in Q1 2020. 36 funds tracked by Wall St. Rank hold JSD as of Q4 2020.

  • Shepherd Kaplan Krochuk reported no remaining NUVEEN SHORT DURATION CREDIT OPPORTUNITIES FUND position as of Q4 2020 after selling out during the quarter.
  • Shepherd Kaplan Krochuk sold 10,640 NUVEEN SHORT DURATION CREDIT OPPORTUNITIES FUND shares in Q4 2020, an estimated $132K.
  • Shepherd Kaplan Krochuk first reported a position in NUVEEN SHORT DURATION CREDIT OPPORTUNITIES FUND in Q1 2020 and held it in 3 quarters.
  • Shepherd Kaplan Krochuk's NUVEEN SHORT DURATION CREDIT OPPORTUNITIES FUND position peaked at $163K in Q1 2020.
  • 36 funds tracked by Wall St. Rank held NUVEEN SHORT DURATION CREDIT OPPORTUNITIES FUND as of Q4 2020.

Based on Shepherd Kaplan Krochuk's 13F filing for Q4 2020, filed 12 Feb 2021.