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

EverSource 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 Q3	–	Sell	-61	Closed	-$279	–	2703
2023 Q2	$279	Hold	61	–	–	﹤0.01%	2403
2023 Q1	$281	Buy	61 +30	+97%	+$143	﹤0.01%	2296
2022 Q4	$142	Hold	31	–	–	﹤0.01%	2268
2022 Q3	$0	Buy	+31	New	+$153	﹤0.01%	2187

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

EverSource Wealth Advisors's NSL Position: Q3 2023 in Review

EverSource Wealth Advisors sold out of NUVEEN SENIOR INCM FD (NSL) in Q3 2023, closing a stake of 61 shares — an estimated $279 sold.

EverSource Wealth Advisors first reported a position in NSL in Q3 2022 and held it in 4 quarters. The position peaked at $281 in Q1 2023. 2 funds tracked by Wall St. Rank hold NSL as of Q3 2023.

EverSource Wealth Advisors reported no remaining NUVEEN SENIOR INCM FD position as of Q3 2023 after selling out during the quarter.
EverSource Wealth Advisors sold 61 NUVEEN SENIOR INCM FD shares in Q3 2023, an estimated $279.
EverSource Wealth Advisors first reported a position in NUVEEN SENIOR INCM FD in Q3 2022 and held it in 4 quarters.
EverSource Wealth Advisors's NUVEEN SENIOR INCM FD position peaked at $281 in Q1 2023.
2 funds tracked by Wall St. Rank held NUVEEN SENIOR INCM FD as of Q3 2023.

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