Yorktown Management & Research Company’s NUVEEN SHORT DURATION CREDIT OPPORTUNITIES FUND JSD Stock Holding History

Yorktown Management & Research Company’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
2016 Q4	–	Sell	-87,091	Closed	-$1.47M	–	417
2016 Q3	$1.47M	Hold	87,091	–	–	0.32%	65
2016 Q2	$1.37M	Sell	87,091 -29,909	-26%	-$461K	0.31%	74
2016 Q1	$1.77M	Buy	117,000 +40,000	+52%	+$577K	0.34%	89
2015 Q4	$1.14M	Sell	77,000 -15,500	-17%	-$232K	0.2%	144
2015 Q3	$1.41M	Hold	92,500	–	–	0.23%	151
2015 Q2	$1.52M	Buy	92,500 +79,500	+612%	+$1.36M	0.27%	99
2015 Q1	$223K	Buy	+13,000	New	+$221K	0.04%	405

Other funds holding JSD

Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

AAM

Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return

Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Comerica Securities Detroit, Michigan $1.2B AUM 16.58% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Yorktown Management & Research Company's JSD Position: Q4 2016 in Review

Yorktown Management & Research Company sold out of NUVEEN SHORT DURATION CREDIT OPPORTUNITIES FUND (JSD) in Q4 2016, closing a stake of 87,091 shares — an estimated $1.47M sold.

Yorktown Management & Research Company first reported a position in JSD in Q1 2015 and held it in 7 quarters. The position peaked at $1.77M in Q1 2016. 35 funds tracked by Wall St. Rank hold JSD as of Q4 2016.

Yorktown Management & Research Company reported no remaining NUVEEN SHORT DURATION CREDIT OPPORTUNITIES FUND position as of Q4 2016 after selling out during the quarter.
Yorktown Management & Research Company sold 87,091 NUVEEN SHORT DURATION CREDIT OPPORTUNITIES FUND shares in Q4 2016, an estimated $1.47M.
Yorktown Management & Research Company first reported a position in NUVEEN SHORT DURATION CREDIT OPPORTUNITIES FUND in Q1 2015 and held it in 7 quarters.
Yorktown Management & Research Company's NUVEEN SHORT DURATION CREDIT OPPORTUNITIES FUND position peaked at $1.77M in Q1 2016.
35 funds tracked by Wall St. Rank held NUVEEN SHORT DURATION CREDIT OPPORTUNITIES FUND as of Q4 2016.

Based on Yorktown Management & Research Company's 13F filing for Q4 2016, filed 10 Feb 2017.