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

JFS 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
2016 Q2	–	Sell	-1,800	Closed	-$11K	–	639
2016 Q1	$11K	Sell	1,800 -8,738	-83%	-$48.7K	﹤0.01%	388
2015 Q4	$61K	Buy	10,538 +251	+2%	+$1.45K	0.02%	230
2015 Q3	$61K	Buy	10,287 +169	+2%	+$1.05K	0.03%	196
2015 Q2	$65K	Buy	10,118 +157	+2%	+$1.05K	0.03%	162
2015 Q1	$66K	Buy	9,961 +106	+1%	+$697	0.03%	158
2014 Q4	$65K	Buy	9,855 +204	+2%	+$1.35K	0.01%	158
2014 Q3	$65K	Buy	9,651 +145	+2%	+$1K	0.01%	155
2014 Q2	$67K	Buy	+9,506	New	+$66.7K	0.01%	157

Other funds holding NSL

Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

MIG

Mariner Investment Group Harrison, New York $346M AUM 25.25% 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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return

LTFS

Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

JFS Wealth Advisors's NSL Position: Q2 2016 in Review

JFS Wealth Advisors sold out of NUVEEN SENIOR INCM FD (NSL) in Q2 2016, closing a stake of 1,800 shares — an estimated $11K sold.

JFS Wealth Advisors first reported a position in NSL in Q2 2014 and held it in 8 quarters. The position peaked at $67K in Q2 2014. 56 funds tracked by Wall St. Rank hold NSL as of Q2 2016.

JFS Wealth Advisors reported no remaining NUVEEN SENIOR INCM FD position as of Q2 2016 after selling out during the quarter.
JFS Wealth Advisors sold 1,800 NUVEEN SENIOR INCM FD shares in Q2 2016, an estimated $11K.
JFS Wealth Advisors first reported a position in NUVEEN SENIOR INCM FD in Q2 2014 and held it in 8 quarters.
JFS Wealth Advisors's NUVEEN SENIOR INCM FD position peaked at $67K in Q2 2014.
56 funds tracked by Wall St. Rank held NUVEEN SENIOR INCM FD as of Q2 2016.

Based on JFS Wealth Advisors's 13F filing for Q2 2016, filed 25 Jul 2016.