IWC
NSL

Integrated Wealth Concepts’s NUVEEN SENIOR INCM FD NSL Stock Holding History

Integrated Wealth Concepts’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
-60,808
Closed -$279K – 1652
2023
Q2 		$279K Buy
60,808
+120
+0.2% +$547 ﹤0.01% 1259
2023
Q1 		$280K Hold
60,688
– – 0.01% 1088
2022
Q4 		$279K Sell
60,688
-2,542
-4% -$12K 0.01% 842
2022
Q3 		$295K Buy
63,230
+5,417
+9% +$26.7K 0.01% 741
2022
Q2 		$277K Buy
+57,813
New +$299K 0.01% 783
2019
Q2 		– Sell
-79,416
Closed -$461K – 407
2019
Q1 		$461K Buy
79,416
+8,621
+12% +$50.2K 0.08% 181
2018
Q4 		$389K Buy
70,795
+38,181
+117% +$224K 0.11% 153
2018
Q3 		$201K Buy
32,614
+8,910
+38% +$54.8K 0.06% 245
2018
Q2 		$147K Buy
+23,704
New +$154K 0.05% 222

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

Integrated Wealth Concepts's NSL Position: Q3 2023 in Review

Integrated Wealth Concepts sold out of NUVEEN SENIOR INCM FD (NSL) in Q3 2023, closing a stake of 60,808 shares — an estimated $279K sold.

Integrated Wealth Concepts first reported a position in NSL in Q2 2018 and held it in 9 quarters. The position peaked at $461K in Q1 2019. 2 funds tracked by Wall St. Rank hold NSL as of Q3 2023.

  • Integrated Wealth Concepts reported no remaining NUVEEN SENIOR INCM FD position as of Q3 2023 after selling out during the quarter.
  • Integrated Wealth Concepts sold 60,808 NUVEEN SENIOR INCM FD shares in Q3 2023, an estimated $279K.
  • Integrated Wealth Concepts first reported a position in NUVEEN SENIOR INCM FD in Q2 2018 and held it in 9 quarters.
  • Integrated Wealth Concepts's NUVEEN SENIOR INCM FD position peaked at $461K in Q1 2019.
  • 2 funds tracked by Wall St. Rank held NUVEEN SENIOR INCM FD as of Q3 2023.

Based on Integrated Wealth Concepts's 13F filing for Q3 2023, filed 15 Nov 2023.