FM
NSL

Family Management’s NUVEEN SENIOR INCM FD NSL Stock Holding History

Family 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
2021
Q2 		– Sell
-20,162
Closed -$113K – 206
2021
Q1 		$113K Hold
20,162
– – 0.04% 154
2020
Q4 		$105K Buy
+20,162
New +$100K 0.04% 163

Other funds holding NSL

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
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 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
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
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return

Family Management's NSL Position: Q2 2021 in Review

Family Management sold out of NUVEEN SENIOR INCM FD (NSL) in Q2 2021, closing a stake of 20,162 shares — an estimated $113K sold.

Family Management first reported a position in NSL in Q4 2020 and held it in 2 quarters. The position peaked at $113K in Q1 2021. 70 funds tracked by Wall St. Rank hold NSL as of Q2 2021.

  • Family Management reported no remaining NUVEEN SENIOR INCM FD position as of Q2 2021 after selling out during the quarter.
  • Family Management sold 20,162 NUVEEN SENIOR INCM FD shares in Q2 2021, an estimated $113K.
  • Family Management first reported a position in NUVEEN SENIOR INCM FD in Q4 2020 and held it in 2 quarters.
  • Family Management's NUVEEN SENIOR INCM FD position peaked at $113K in Q1 2021.
  • 70 funds tracked by Wall St. Rank held NUVEEN SENIOR INCM FD as of Q2 2021.

Based on Family Management's 13F filing for Q2 2021, filed 13 Aug 2021.