FFW
NSL

Fusion Family Wealth’s NUVEEN SENIOR INCM FD NSL Stock Holding History

Fusion Family 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
2017
Q4 		– Sell
-300
Closed -$2K – 311
2017
Q3 		$2K Buy
+300
New +$2.01K ﹤0.01% 205

Other funds holding NSL

Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
CAN
Cetera Advisor Networks El Segundo, California $20.2B AUM 22.31% 1-Year Est. Return
SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LTFS
Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return

Fusion Family Wealth's NSL Position: Q4 2017 in Review

Fusion Family Wealth sold out of NUVEEN SENIOR INCM FD (NSL) in Q4 2017, closing a stake of 300 shares — an estimated $2K sold.

Fusion Family Wealth first reported a position in NSL in Q3 2017 and held it in 1 quarter. The position peaked at $2K in Q3 2017. 59 funds tracked by Wall St. Rank hold NSL as of Q4 2017.

  • Fusion Family Wealth reported no remaining NUVEEN SENIOR INCM FD position as of Q4 2017 after selling out during the quarter.
  • Fusion Family Wealth sold 300 NUVEEN SENIOR INCM FD shares in Q4 2017, an estimated $2K.
  • Fusion Family Wealth first reported a position in NUVEEN SENIOR INCM FD in Q3 2017 and held it in 1 quarter.
  • Fusion Family Wealth's NUVEEN SENIOR INCM FD position peaked at $2K in Q3 2017.
  • 59 funds tracked by Wall St. Rank held NUVEEN SENIOR INCM FD as of Q4 2017.

Based on Fusion Family Wealth's 13F filing for Q4 2017, filed 6 Feb 2018.