IT
NSL

Independence Trust’s NUVEEN SENIOR INCM FD NSL Stock Holding History

Independence Trust’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
2015
Q4 		– Sell
-53,602
Closed -$317K – 101
2015
Q3 		$317K Sell
53,602
-23,435
-30% -$145K 0.33% 62
2015
Q2 		$493K Buy
+77,037
New +$514K 0.33% 54

Other funds holding NSL

Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return
RVPG
Relative Value Partners Group $772M AUM 15.6% 1-Year Est. Return
MIG
Mariner Investment Group Harrison, New York $346M AUM 25.25% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
NCM
Newgate Capital Management Greenwich, Connecticut $121M AUM 3.73% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
LTFS
Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Independence Trust's NSL Position: Q4 2015 in Review

Independence Trust sold out of NUVEEN SENIOR INCM FD (NSL) in Q4 2015, closing a stake of 53,602 shares — an estimated $317K sold.

Independence Trust first reported a position in NSL in Q2 2015 and held it in 2 quarters. The position peaked at $493K in Q2 2015. 58 funds tracked by Wall St. Rank hold NSL as of Q4 2015.

  • Independence Trust reported no remaining NUVEEN SENIOR INCM FD position as of Q4 2015 after selling out during the quarter.
  • Independence Trust sold 53,602 NUVEEN SENIOR INCM FD shares in Q4 2015, an estimated $317K.
  • Independence Trust first reported a position in NUVEEN SENIOR INCM FD in Q2 2015 and held it in 2 quarters.
  • Independence Trust's NUVEEN SENIOR INCM FD position peaked at $493K in Q2 2015.
  • 58 funds tracked by Wall St. Rank held NUVEEN SENIOR INCM FD as of Q4 2015.

Based on Independence Trust's 13F filing for Q4 2015, filed 29 Jan 2016.