AWA
NSL

Arkadios Wealth Advisors’s NUVEEN SENIOR INCM FD NSL Stock Holding History

Arkadios Wealth Advisors’s Portfolio NSL Stock Details NSL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q4 		– Sell
-715
Closed -$4K – 1887
2021
Q3 		$4K Sell
715
-322
-31% -$1.87K ﹤0.01% 1680
2021
Q2 		$6K Buy
+1,037
New +$5.91K ﹤0.01% 1699

Other funds holding NSL

CBA
Coastal Bridge Advisors Westport, Connecticut $1.41B AUM 24.15% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
SFS
Shaker Financial Services Arlington, Virginia $319M AUM 3.9% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
NCM
Next Capital Management New York $330M AUM 11.54% 1-Year Est. Return

Arkadios Wealth Advisors's NSL Position: Q4 2021 in Review

Arkadios Wealth Advisors sold out of NUVEEN SENIOR INCM FD (NSL) in Q4 2021, closing a stake of 715 shares — an estimated $4K sold.

Arkadios Wealth Advisors first reported a position in NSL in Q2 2021 and held it in 2 quarters. The position peaked at $6K in Q2 2021. 74 funds tracked by Wall St. Rank hold NSL as of Q4 2021.

  • Arkadios Wealth Advisors reported no remaining NUVEEN SENIOR INCM FD position as of Q4 2021 after selling out during the quarter.
  • Arkadios Wealth Advisors sold 715 NUVEEN SENIOR INCM FD shares in Q4 2021, an estimated $4K.
  • Arkadios Wealth Advisors first reported a position in NUVEEN SENIOR INCM FD in Q2 2021 and held it in 2 quarters.
  • Arkadios Wealth Advisors's NUVEEN SENIOR INCM FD position peaked at $6K in Q2 2021.
  • 74 funds tracked by Wall St. Rank held NUVEEN SENIOR INCM FD as of Q4 2021.

Based on Arkadios Wealth Advisors's 13F filing for Q4 2021, filed 3 Feb 2022.