EI
NSL

Ellevest Inc’s NUVEEN SENIOR INCM FD NSL Stock Holding History

Ellevest Inc’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
2020
Q4 		– Sell
-691
Closed -$3K – 1404
2020
Q3 		$3K Hold
691
– – ﹤0.01% 868
2020
Q2 		$3K Hold
691
– – ﹤0.01% 852
2020
Q1 		$3K Buy
+691
New +$3.8K ﹤0.01% 734

Other funds holding NSL

SCM
Saba Capital Management New York $3.62B AUM 13% 1-Year Est. Return
LC
Lindbrook Capital Calabasas, California $1.08B AUM 10.14% 1-Year Est. Return
CBA
Coastal Bridge Advisors Westport, Connecticut $1.41B AUM 24.15% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
NCM
Next Capital Management New York $330M AUM 11.54% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

Ellevest Inc's NSL Position: Q4 2020 in Review

Ellevest Inc sold out of NUVEEN SENIOR INCM FD (NSL) in Q4 2020, closing a stake of 691 shares — an estimated $3K sold.

Ellevest Inc first reported a position in NSL in Q1 2020 and held it in 3 quarters. The position peaked at $3K in Q3 2020. 76 funds tracked by Wall St. Rank hold NSL as of Q4 2020.

  • Ellevest Inc reported no remaining NUVEEN SENIOR INCM FD position as of Q4 2020 after selling out during the quarter.
  • Ellevest Inc sold 691 NUVEEN SENIOR INCM FD shares in Q4 2020, an estimated $3K.
  • Ellevest Inc first reported a position in NUVEEN SENIOR INCM FD in Q1 2020 and held it in 3 quarters.
  • Ellevest Inc's NUVEEN SENIOR INCM FD position peaked at $3K in Q3 2020.
  • 76 funds tracked by Wall St. Rank held NUVEEN SENIOR INCM FD as of Q4 2020.

Based on Ellevest Inc's 13F filing for Q4 2020, filed 4 Feb 2021.