SWP
JSD

Stratos Wealth Partners’s NUVEEN SHORT DURATION CREDIT OPPORTUNITIES FUND JSD Stock Holding History

Stratos Wealth Partners’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
2018
Q4 		– Sell
-136
Closed -$2K – 3035
2018
Q3 		$2K Buy
+136
New +$2.29K ﹤0.01% 2792

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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
LTFS
Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 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
WAM
Wolverine Asset Management Chicago, Illinois $10.4B AUM 4.78% 1-Year Est. Return
SFS
Shaker Financial Services Arlington, Virginia $319M AUM 3.9% 1-Year Est. Return
SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return

Stratos Wealth Partners's JSD Position: Q4 2018 in Review

Stratos Wealth Partners sold out of NUVEEN SHORT DURATION CREDIT OPPORTUNITIES FUND (JSD) in Q4 2018, closing a stake of 136 shares — an estimated $2K sold.

Stratos Wealth Partners first reported a position in JSD in Q3 2018 and held it in 1 quarter. The position peaked at $2K in Q3 2018. 40 funds tracked by Wall St. Rank hold JSD as of Q4 2018.

  • Stratos Wealth Partners reported no remaining NUVEEN SHORT DURATION CREDIT OPPORTUNITIES FUND position as of Q4 2018 after selling out during the quarter.
  • Stratos Wealth Partners sold 136 NUVEEN SHORT DURATION CREDIT OPPORTUNITIES FUND shares in Q4 2018, an estimated $2K.
  • Stratos Wealth Partners first reported a position in NUVEEN SHORT DURATION CREDIT OPPORTUNITIES FUND in Q3 2018 and held it in 1 quarter.
  • Stratos Wealth Partners's NUVEEN SHORT DURATION CREDIT OPPORTUNITIES FUND position peaked at $2K in Q3 2018.
  • 40 funds tracked by Wall St. Rank held NUVEEN SHORT DURATION CREDIT OPPORTUNITIES FUND as of Q4 2018.

Based on Stratos Wealth Partners's 13F filing for Q4 2018, filed 8 Feb 2019.