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JSD
NUVEEN SHORT DURATION CREDIT OPPORTUNITIES FUND
JSD
JSD
Delisted
JSD was delisted on the 28th of July, 2023.
New
Increased
Maintained
Reduced
Closed
Mega AUM
Over $200B
Large AUM
$10B to $200B
Mid AUM
$2B to $10B
Small AUM
$250M to $2B
Micro AUM
Under $250M
Less than 10%
Less than 20%
Less than 40%
Less than 60%
Less than 80%
| # | Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|---|
| 26 |
26
Creative Planning
Overland Park,
Kansas
| $157K | – | – | – |
|
| 27 |
AA
27
Advisory Alpha
Holland,
Michigan
| $68K | +$64.3K | +3,819 | New |
|
| 28 |
PFGIA
28
Patriot Financial Group Insurance Agency
Westborough,
Massachusetts
| $61K | +$58.9K | +3,500 | New |
|
| 29 |
29
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
| $39K | +$37.9K | +2,250 | New |
|
| 30 |
GAM
30
Gemmer Asset Management
Walnut Creek,
California
| $29K | +$28.1K | +1,666 | New |
|
| 31 |
SIA
31
SeaBridge Investment Advisors
Summit,
New Jersey
| $11K | – | – | – |
|
| 32 |
GRP
32
Global Retirement Partners
San Rafael,
California
| $7K | +$6.74K | +400 | New |
|
| 33 |
GWM
33
Geneos Wealth Management
Englewood,
Colorado
| $3K | – | – | – |
|
| 34 |
PCM
34
Penserra Capital Management
Orinda,
California
| $2K | +$286 | +17 | +12% |
|
| 35 |
35
SEI Investments
Oaks,
Pennsylvania
| $1K | – | – | – |
|
| 36 |
YMRC
36
Yorktown Management & Research Company
Forest,
Virginia
| – | -$1.47M | -87,091 | Closed |
|
| 37 |
AG
37
Advisor Group
Phoenix,
Arizona
| – | -$4K | -257 | Closed |
|
| 38 |
38
Citigroup
New York
| – | -$1K | -34 | Closed |
|