Stifel Financial’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 |
-12,692
| Closed | -$147K | – | 3457 |
|
|
2023
Q2 | $147K | Buy |
12,692
+1,346
| +12% | +$15.6K | ﹤0.01% | 3111 |
|
|
2023
Q1 | $133K | Buy |
+11,346
| New | +$138K | ﹤0.01% | 3127 |
|
|
2021
Q4 | – | Sell |
-10,110
| Closed | -$153K | – | 3549 |
|
|
2021
Q3 | $153K | Sell |
10,110
-490
| -5% | -$7.24K | ﹤0.01% | 3181 |
|
|
2021
Q2 | $159K | Sell |
10,600
-140
| -1% | -$2.02K | ﹤0.01% | 3181 |
|
|
2021
Q1 | $152K | Hold |
10,740
| – | – | ﹤0.01% | 3075 |
|
|
2020
Q4 | $143K | Buy |
10,740
+300
| +3% | +$3.78K | ﹤0.01% | 2899 |
|
|
2020
Q3 | $129K | Buy |
10,440
+172
| +2% | +$2.06K | ﹤0.01% | 2718 |
|
|
2020
Q2 | $121K | Hold |
10,268
| – | – | ﹤0.01% | 2692 |
|
|
2020
Q1 | $111K | Buy |
+10,268
| New | +$143K | ﹤0.01% | 2575 |
|
|
2017
Q4 | – | Sell |
-15,446
| Closed | -$266K | – | 2794 |
|
|
2017
Q3 | $266K | Sell |
15,446
-730
| -5% | -$12.7K | ﹤0.01% | 2218 |
|
|
2017
Q2 | $281K | Buy |
16,176
+67
| +0.4% | +$1.2K | ﹤0.01% | 2162 |
|
|
2017
Q1 | $287K | Buy |
16,109
+498
| +3% | +$8.97K | ﹤0.01% | 2116 |
|
|
2016
Q4 | $272K | Sell |
15,611
-2,635
| -14% | -$44.4K | ﹤0.01% | 2094 |
|
|
2016
Q3 | $307K | Sell |
18,246
-1,758
| -9% | -$28.4K | ﹤0.01% | 1980 |
|
|
2016
Q2 | $314K | Buy |
+20,004
| New | +$308K | ﹤0.01% | 2017 |
|
Stifel Financial's JSD Position: Q3 2023 in Review
Stifel Financial sold out of NUVEEN SHORT DURATION CREDIT OPPORTUNITIES FUND (JSD) in Q3 2023, closing a stake of 12,692 shares — an estimated $147K sold.
Stifel Financial first reported a position in JSD in Q2 2016 and held it in 15 quarters. The position peaked at $314K in Q2 2016. 0 funds tracked by Wall St. Rank hold JSD as of Q3 2023.
- Stifel Financial reported no remaining NUVEEN SHORT DURATION CREDIT OPPORTUNITIES FUND position as of Q3 2023 after selling out during the quarter.
- Stifel Financial sold 12,692 NUVEEN SHORT DURATION CREDIT OPPORTUNITIES FUND shares in Q3 2023, an estimated $147K.
- Stifel Financial first reported a position in NUVEEN SHORT DURATION CREDIT OPPORTUNITIES FUND in Q2 2016 and held it in 15 quarters.
- Stifel Financial's NUVEEN SHORT DURATION CREDIT OPPORTUNITIES FUND position peaked at $314K in Q2 2016.
- 0 funds tracked by Wall St. Rank held NUVEEN SHORT DURATION CREDIT OPPORTUNITIES FUND as of Q3 2023.
Based on Stifel Financial's 13F filing for Q3 2023, filed 13 Nov 2023.