BWA
NSL

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

BDO 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
2023
Q2 		– Sell
-155
Closed -$715 – 1081
2023
Q1 		$715 Buy
+155
New +$740 ﹤0.01% 979

Other funds holding NSL

OCM
Oaktree Capital Management Los Angeles, California $6.56B AUM 42.97% 1-Year Est. Return
SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
SFS
Shaker Financial Services Arlington, Virginia $319M AUM 3.9% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
1CP
1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 1-Year Est. Return
NCM
Next Capital Management New York $330M AUM 11.54% 1-Year Est. Return
WAM
Wolverine Asset Management Chicago, Illinois $10.4B AUM 4.78% 1-Year Est. Return

BDO Wealth Advisors's NSL Position: Q2 2023 in Review

BDO Wealth Advisors sold out of NUVEEN SENIOR INCM FD (NSL) in Q2 2023, closing a stake of 155 shares — an estimated $715 sold.

BDO Wealth Advisors first reported a position in NSL in Q1 2023 and held it in 1 quarter. The position peaked at $715 in Q1 2023. 81 funds tracked by Wall St. Rank hold NSL as of Q2 2023.

  • BDO Wealth Advisors reported no remaining NUVEEN SENIOR INCM FD position as of Q2 2023 after selling out during the quarter.
  • BDO Wealth Advisors sold 155 NUVEEN SENIOR INCM FD shares in Q2 2023, an estimated $715.
  • BDO Wealth Advisors first reported a position in NUVEEN SENIOR INCM FD in Q1 2023 and held it in 1 quarter.
  • BDO Wealth Advisors's NUVEEN SENIOR INCM FD position peaked at $715 in Q1 2023.
  • 81 funds tracked by Wall St. Rank held NUVEEN SENIOR INCM FD as of Q2 2023.

Based on BDO Wealth Advisors's 13F filing for Q2 2023, filed 1 Aug 2023.