UBS Group’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 |
-8,760
| Closed | -$101K | – | 10407 |
|
|
2023
Q2 | $101K | Sell |
8,760
-7,615
| -47% | -$88.1K | ﹤0.01% | 6003 |
|
|
2023
Q1 | $192K | Sell |
16,375
-421
| -3% | -$5.11K | ﹤0.01% | 5411 |
|
|
2022
Q4 | $199K | Buy |
16,796
+1,400
| +9% | +$16.7K | ﹤0.01% | 5450 |
|
|
2022
Q3 | $182K | Sell |
15,396
-1,416
| -8% | -$17.6K | ﹤0.01% | 5180 |
|
|
2022
Q2 | $202K | Sell |
16,812
-2,752
| -14% | -$35.7K | ﹤0.01% | 4902 |
|
|
2022
Q1 | $278K | Sell |
19,564
-433
| -2% | -$6.26K | ﹤0.01% | 5123 |
|
|
2021
Q4 | $296K | Buy |
19,997
+7,623
| +62% | +$114K | ﹤0.01% | 5374 |
|
|
2021
Q3 | $187K | Buy |
12,374
+1,624
| +15% | +$24K | ﹤0.01% | 5381 |
|
|
2021
Q2 | $161K | Sell |
10,750
-2,681
| -20% | -$38.7K | ﹤0.01% | 5517 |
|
|
2021
Q1 | $190K | Buy |
13,431
+1,810
| +16% | +$25K | ﹤0.01% | 5529 |
|
|
2020
Q4 | $156K | Sell |
11,621
-1,596
| -12% | -$20.1K | ﹤0.01% | 5399 |
|
|
2020
Q3 | $164K | Buy |
13,217
+2,467
| +23% | +$29.6K | ﹤0.01% | 4916 |
|
|
2020
Q2 | $127K | Sell |
10,750
-1,369
| -11% | -$15.7K | ﹤0.01% | 5121 |
|
|
2020
Q1 | $132K | Sell |
12,119
-4,381
| -27% | -$61K | ﹤0.01% | 5048 |
|
|
2019
Q4 | $251K | Sell |
16,500
-11,048
| -40% | -$163K | ﹤0.01% | 5440 |
|
|
2019
Q3 | $412K | Buy |
27,548
+395
| +1% | +$6.01K | ﹤0.01% | 4721 |
|
|
2019
Q2 | $431K | Buy |
27,153
+1,965
| +8% | +$30.8K | ﹤0.01% | 4402 |
|
|
2019
Q1 | $391K | Sell |
25,188
-2,964
| -11% | -$46.3K | ﹤0.01% | 4208 |
|
|
2018
Q4 | $403K | Buy |
28,152
+1,516
| +6% | +$23.8K | ﹤0.01% | 4431 |
|
|
2018
Q3 | $454K | Sell |
26,636
-1,483
| -5% | -$25K | ﹤0.01% | 4477 |
|
|
2018
Q2 | $478K | Buy |
28,119
+2,800
| +11% | +$47.7K | ﹤0.01% | 4342 |
|
|
2018
Q1 | $428K | Sell |
25,319
-5
| -0% | -$84 | ﹤0.01% | 4309 |
|
|
2017
Q4 | $421K | Sell |
25,324
-11
| -0% | -$188 | ﹤0.01% | 4414 |
|
|
2017
Q3 | $440K | Sell |
25,335
-6
| -0% | -$105 | ﹤0.01% | 4314 |
|
|
2017
Q2 | $442K | Sell |
25,341
-26,708
| -51% | -$477K | ﹤0.01% | 4202 |
|
|
2017
Q1 | $926K | Sell |
52,049
-29,244
| -36% | -$527K | ﹤0.01% | 3595 |
|
|
2016
Q4 | $1.42M | Sell |
81,293
-17,301
| -18% | -$291K | ﹤0.01% | 3234 |
|
|
2016
Q3 | $1.66M | Buy |
98,594
+3,717
| +4% | +$60K | ﹤0.01% | 3014 |
|
|
2016
Q2 | $1.49M | Buy |
94,877
+404
| +0.4% | +$6.22K | ﹤0.01% | 3022 |
|
|
2016
Q1 | $1.43M | Buy |
94,473
+60,404
| +177% | +$871K | ﹤0.01% | 2969 |
|
|
2015
Q4 | $505K | Buy |
34,069
+6,052
| +22% | +$90.5K | ﹤0.01% | 3944 |
|
|
2015
Q3 | $426K | Buy |
28,017
+87
| +0.3% | +$1.4K | ﹤0.01% | 4037 |
|
|
2015
Q2 | $460K | Sell |
27,930
-14,289
| -34% | -$245K | ﹤0.01% | 4193 |
|
|
2015
Q1 | $724K | Buy |
42,219
+1,959
| +5% | +$33.3K | ﹤0.01% | 3848 |
|
|
2014
Q4 | $670K | Buy |
+40,260
| New | +$685K | ﹤0.01% | 3928 |
|
UBS Group's JSD Position: Q3 2023 in Review
UBS Group sold out of NUVEEN SHORT DURATION CREDIT OPPORTUNITIES FUND (JSD) in Q3 2023, closing a stake of 8,760 shares — an estimated $101K sold.
UBS Group first reported a position in JSD in Q4 2014 and held it in 35 quarters. The position peaked at $1.66M in Q3 2016. 0 funds tracked by Wall St. Rank hold JSD as of Q3 2023.
- UBS Group reported no remaining NUVEEN SHORT DURATION CREDIT OPPORTUNITIES FUND position as of Q3 2023 after selling out during the quarter.
- UBS Group sold 8,760 NUVEEN SHORT DURATION CREDIT OPPORTUNITIES FUND shares in Q3 2023, an estimated $101K.
- UBS Group first reported a position in NUVEEN SHORT DURATION CREDIT OPPORTUNITIES FUND in Q4 2014 and held it in 35 quarters.
- UBS Group's NUVEEN SHORT DURATION CREDIT OPPORTUNITIES FUND position peaked at $1.66M in Q3 2016.
- 0 funds tracked by Wall St. Rank held NUVEEN SHORT DURATION CREDIT OPPORTUNITIES FUND as of Q3 2023.
Based on UBS Group's 13F filing for Q3 2023, filed 9 Nov 2023.