CAPTRUST Financial Advisors’s NUVEEN SENIOR INCM FD NSL Stock Holding History

CAPTRUST Financial 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 Q3	–	Sell	-33,764	Closed	-$155K	–	2763
2023 Q2	$155K	Buy	+33,764	New	+$154K	﹤0.01%	2320

Other funds holding NSL

CAS

Coppell Advisory Solutions Coppell, Texas $170M AUM 13.42% 1-Year Est. Return

BTI

Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return

HNB

Huntington National Bank Columbus, Ohio $18.1B AUM 24.69% 1-Year Est. Return

CAPTRUST Financial Advisors's NSL Position: Q3 2023 in Review

CAPTRUST Financial Advisors sold out of NUVEEN SENIOR INCM FD (NSL) in Q3 2023, closing a stake of 33,764 shares — an estimated $155K sold.

CAPTRUST Financial Advisors first reported a position in NSL in Q2 2023 and held it in 1 quarter. The position peaked at $155K in Q2 2023. 2 funds tracked by Wall St. Rank hold NSL as of Q3 2023.

CAPTRUST Financial Advisors reported no remaining NUVEEN SENIOR INCM FD position as of Q3 2023 after selling out during the quarter.
CAPTRUST Financial Advisors sold 33,764 NUVEEN SENIOR INCM FD shares in Q3 2023, an estimated $155K.
CAPTRUST Financial Advisors first reported a position in NUVEEN SENIOR INCM FD in Q2 2023 and held it in 1 quarter.
CAPTRUST Financial Advisors's NUVEEN SENIOR INCM FD position peaked at $155K in Q2 2023.
2 funds tracked by Wall St. Rank held NUVEEN SENIOR INCM FD as of Q3 2023.

Based on CAPTRUST Financial Advisors's 13F filing for Q3 2023, filed 15 Nov 2023.