SPIA
JSD

Steward Partners Investment Advisory’s NUVEEN SHORT DURATION CREDIT OPPORTUNITIES FUND JSD Stock Holding History

Steward Partners Investment Advisory’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
Q2 		– Sell
-8,400
Closed -$98.5K – 3433
2023
Q1 		$98.5K Hold
8,400
– – ﹤0.01% 1595
2022
Q4 		$99.6K Buy
8,400
+300
+4% +$3.59K ﹤0.01% 1554
2022
Q3 		$96K Buy
8,100
+500
+7% +$6.2K ﹤0.01% 1517
2022
Q2 		$91K Buy
7,600
+200
+3% +$2.59K ﹤0.01% 1536
2022
Q1 		$105K Buy
7,400
+300
+4% +$4.33K ﹤0.01% 1589
2021
Q4 		$105K Hold
7,100
– – ﹤0.01% 1582
2021
Q3 		$107K Hold
7,100
– – ﹤0.01% 1514
2021
Q2 		$106K Hold
7,100
– – ﹤0.01% 2178
2021
Q1 		$100K Hold
7,100
– – ﹤0.01% 1625
2020
Q4 		$95K Buy
7,100
+1,100
+18% +$13.9K ﹤0.01% 1388
2020
Q3 		$74K Buy
6,000
+400
+7% +$4.79K ﹤0.01% 1338
2020
Q2 		$66K Buy
5,600
+600
+12% +$6.9K ﹤0.01% 1305
2020
Q1 		$54K Buy
5,000
+300
+6% +$4.18K ﹤0.01% 1232
2019
Q4 		$71K Buy
4,700
+300
+7% +$4.42K ﹤0.01% 1260
2019
Q3 		$65K Buy
+4,400
New +$66.9K ﹤0.01% 1253

Other funds holding JSD

BI
Bulldog Investors Saddle Brook, New Jersey $445M AUM 2.14% 1-Year Est. Return
SCM
Saba Capital Management New York $3.62B AUM 12.96% 1-Year Est. Return
TJHA
Thomas J. Herzfeld Advisors Miami Beach, Florida $294M AUM 2.62% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.79% 1-Year Est. Return
SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
NCM
Next Capital Management New York $370M AUM 13.07% 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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Steward Partners Investment Advisory's JSD Position: Q2 2023 in Review

Steward Partners Investment Advisory sold out of NUVEEN SHORT DURATION CREDIT OPPORTUNITIES FUND (JSD) in Q2 2023, closing a stake of 8,400 shares — an estimated $98.5K sold.

Steward Partners Investment Advisory first reported a position in JSD in Q3 2019 and held it in 15 quarters. The position peaked at $107K in Q3 2021. 40 funds tracked by Wall St. Rank hold JSD as of Q2 2023.

  • Steward Partners Investment Advisory reported no remaining NUVEEN SHORT DURATION CREDIT OPPORTUNITIES FUND position as of Q2 2023 after selling out during the quarter.
  • Steward Partners Investment Advisory sold 8,400 NUVEEN SHORT DURATION CREDIT OPPORTUNITIES FUND shares in Q2 2023, an estimated $98.5K.
  • Steward Partners Investment Advisory first reported a position in NUVEEN SHORT DURATION CREDIT OPPORTUNITIES FUND in Q3 2019 and held it in 15 quarters.
  • Steward Partners Investment Advisory's NUVEEN SHORT DURATION CREDIT OPPORTUNITIES FUND position peaked at $107K in Q3 2021.
  • 40 funds tracked by Wall St. Rank held NUVEEN SHORT DURATION CREDIT OPPORTUNITIES FUND as of Q2 2023.

Based on Steward Partners Investment Advisory's 13F filing for Q2 2023, filed 14 Aug 2023.