Corient Private Wealth’s NUVEEN SENIOR INCM FD NSL Stock Holding History

Corient Private Wealth’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	-10,415	Closed	-$47.7K	–	2269
2023 Q2	$47.7K	Hold	10,415	–	–	﹤0.01%	2023
2023 Q1	$48K	Hold	10,415	–	–	﹤0.01%	1943
2022 Q4	$47.8K	Buy	+10,415	New	+$49K	﹤0.01%	1630

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

Corient Private Wealth's NSL Position: Q3 2023 in Review

Corient Private Wealth sold out of NUVEEN SENIOR INCM FD (NSL) in Q3 2023, closing a stake of 10,415 shares — an estimated $47.7K sold.

Corient Private Wealth first reported a position in NSL in Q4 2022 and held it in 3 quarters. The position peaked at $48K in Q1 2023. 2 funds tracked by Wall St. Rank hold NSL as of Q3 2023.

Corient Private Wealth reported no remaining NUVEEN SENIOR INCM FD position as of Q3 2023 after selling out during the quarter.
Corient Private Wealth sold 10,415 NUVEEN SENIOR INCM FD shares in Q3 2023, an estimated $47.7K.
Corient Private Wealth first reported a position in NUVEEN SENIOR INCM FD in Q4 2022 and held it in 3 quarters.
Corient Private Wealth's NUVEEN SENIOR INCM FD position peaked at $48K in Q1 2023.
2 funds tracked by Wall St. Rank held NUVEEN SENIOR INCM FD as of Q3 2023.

Based on Corient Private Wealth's 13F filing for Q3 2023, filed 3 Nov 2023.