VFA
JSD

Valeo Financial Advisors’s NUVEEN SHORT DURATION CREDIT OPPORTUNITIES FUND JSD Stock Holding History

Valeo Financial 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
2019
Q3 		– Sell
-200
Closed -$3K – 1745
2019
Q2 		$3K Hold
200
– – ﹤0.01% 1372
2019
Q1 		$3K Hold
200
– – ﹤0.01% 1326
2018
Q4 		$3K Hold
200
– – ﹤0.01% 1250
2018
Q3 		$3K Buy
+200
New +$3.37K ﹤0.01% 1414

Other funds holding JSD

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
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
VEA
Virtus ETF Advisers New York $215M AUM 53.68% 1-Year Est. Return
LTFS
Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return
SFS
Shaker Financial Services Arlington, Virginia $319M AUM 3.9% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Valeo Financial Advisors's JSD Position: Q3 2019 in Review

Valeo Financial Advisors sold out of NUVEEN SHORT DURATION CREDIT OPPORTUNITIES FUND (JSD) in Q3 2019, closing a stake of 200 shares — an estimated $3K sold.

Valeo Financial Advisors first reported a position in JSD in Q3 2018 and held it in 4 quarters. The position peaked at $3K in Q2 2019. 39 funds tracked by Wall St. Rank hold JSD as of Q3 2019.

  • Valeo Financial Advisors reported no remaining NUVEEN SHORT DURATION CREDIT OPPORTUNITIES FUND position as of Q3 2019 after selling out during the quarter.
  • Valeo Financial Advisors sold 200 NUVEEN SHORT DURATION CREDIT OPPORTUNITIES FUND shares in Q3 2019, an estimated $3K.
  • Valeo Financial Advisors first reported a position in NUVEEN SHORT DURATION CREDIT OPPORTUNITIES FUND in Q3 2018 and held it in 4 quarters.
  • Valeo Financial Advisors's NUVEEN SHORT DURATION CREDIT OPPORTUNITIES FUND position peaked at $3K in Q2 2019.
  • 39 funds tracked by Wall St. Rank held NUVEEN SHORT DURATION CREDIT OPPORTUNITIES FUND as of Q3 2019.

Based on Valeo Financial Advisors's 13F filing for Q3 2019, filed 15 Oct 2019.