ERWM
NSL

Elk River Wealth Management’s NUVEEN SENIOR INCM FD NSL Stock Holding History

Elk River Wealth Management’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
2022
Q3 		– Sell
-16,800
Closed -$81K – 107
2022
Q2 		$81K Hold
16,800
– – 0.02% 106
2022
Q1 		$96K Hold
16,800
– – 0.02% 117
2021
Q4 		$99K Hold
16,800
– – 0.02% 128
2021
Q3 		$99K Hold
16,800
– – 0.03% 122
2021
Q2 		$100K Hold
16,800
– – 0.03% 124
2021
Q1 		$95K Sell
16,800
-600
-3% -$3.29K 0.03% 123
2020
Q4 		$90K Buy
+17,400
New +$86.6K 0.03% 119

Other funds holding NSL

OCM
Oaktree Capital Management Los Angeles, California $6.56B AUM 42.97% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
SFS
Shaker Financial Services Arlington, Virginia $319M AUM 3.9% 1-Year Est. Return
NCM
Next Capital Management New York $330M AUM 11.54% 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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Elk River Wealth Management's NSL Position: Q3 2022 in Review

Elk River Wealth Management sold out of NUVEEN SENIOR INCM FD (NSL) in Q3 2022, closing a stake of 16,800 shares — an estimated $81K sold.

Elk River Wealth Management first reported a position in NSL in Q4 2020 and held it in 7 quarters. The position peaked at $100K in Q2 2021. 73 funds tracked by Wall St. Rank hold NSL as of Q3 2022.

  • Elk River Wealth Management reported no remaining NUVEEN SENIOR INCM FD position as of Q3 2022 after selling out during the quarter.
  • Elk River Wealth Management sold 16,800 NUVEEN SENIOR INCM FD shares in Q3 2022, an estimated $81K.
  • Elk River Wealth Management first reported a position in NUVEEN SENIOR INCM FD in Q4 2020 and held it in 7 quarters.
  • Elk River Wealth Management's NUVEEN SENIOR INCM FD position peaked at $100K in Q2 2021.
  • 73 funds tracked by Wall St. Rank held NUVEEN SENIOR INCM FD as of Q3 2022.

Based on Elk River Wealth Management's 13F filing for Q3 2022, filed 17 Oct 2022.