Thomas J. Herzfeld Advisors’s NUVEEN SHORT DURATION CREDIT OPPORTUNITIES FUND JSD Stock Holding History

Thomas J. Herzfeld Advisors’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 Q3	–	Sell	-351,887	Closed	-$4.06M	–	343
2023 Q2	$4.06M	Buy	351,887 +52,017	+17%	+$602K	1.62%	12
2023 Q1	$3.52M	Buy	299,870 +6,811	+2%	+$82.6K	1.42%	15
2022 Q4	$3.48M	Buy	293,059 +39,051	+15%	+$467K	1.42%	17
2022 Q3	$3M	Buy	254,008 +72,501	+40%	+$899K	1.28%	17
2022 Q2	$2.18M	Buy	181,507 +99,551	+121%	+$1.29M	0.9%	36
2022 Q1	$1.17M	Buy	+81,956	New	+$1.18M	0.44%	58

Thomas J. Herzfeld Advisors's JSD Position: Q3 2023 in Review

Thomas J. Herzfeld Advisors sold out of NUVEEN SHORT DURATION CREDIT OPPORTUNITIES FUND (JSD) in Q3 2023, closing a stake of 351,887 shares — an estimated $4.06M sold.

Thomas J. Herzfeld Advisors first reported a position in JSD in Q1 2022 and held it in 6 quarters. The position peaked at $4.06M in Q2 2023. 0 funds tracked by Wall St. Rank hold JSD as of Q3 2023.

Thomas J. Herzfeld Advisors reported no remaining NUVEEN SHORT DURATION CREDIT OPPORTUNITIES FUND position as of Q3 2023 after selling out during the quarter.
Thomas J. Herzfeld Advisors sold 351,887 NUVEEN SHORT DURATION CREDIT OPPORTUNITIES FUND shares in Q3 2023, an estimated $4.06M.
Thomas J. Herzfeld Advisors first reported a position in NUVEEN SHORT DURATION CREDIT OPPORTUNITIES FUND in Q1 2022 and held it in 6 quarters.
Thomas J. Herzfeld Advisors's NUVEEN SHORT DURATION CREDIT OPPORTUNITIES FUND position peaked at $4.06M in Q2 2023.
0 funds tracked by Wall St. Rank held NUVEEN SHORT DURATION CREDIT OPPORTUNITIES FUND as of Q3 2023.

Based on Thomas J. Herzfeld Advisors's 13F filing for Q3 2023, filed 13 Nov 2023.