MWM
NSL

MinichMacGregor Wealth Management’s NUVEEN SENIOR INCM FD NSL Stock Holding History

MinichMacGregor Wealth 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
2018
Q1 		– Sell
-1,112
Closed -$7K – 571
2017
Q4 		$7K Buy
+1,112
New +$7.33K 0.01% 345

Other funds holding NSL

Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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
SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

MinichMacGregor Wealth Management's NSL Position: Q1 2018 in Review

MinichMacGregor Wealth Management sold out of NUVEEN SENIOR INCM FD (NSL) in Q1 2018, closing a stake of 1,112 shares — an estimated $7K sold.

MinichMacGregor Wealth Management first reported a position in NSL in Q4 2017 and held it in 1 quarter. The position peaked at $7K in Q4 2017. 51 funds tracked by Wall St. Rank hold NSL as of Q1 2018.

  • MinichMacGregor Wealth Management reported no remaining NUVEEN SENIOR INCM FD position as of Q1 2018 after selling out during the quarter.
  • MinichMacGregor Wealth Management sold 1,112 NUVEEN SENIOR INCM FD shares in Q1 2018, an estimated $7K.
  • MinichMacGregor Wealth Management first reported a position in NUVEEN SENIOR INCM FD in Q4 2017 and held it in 1 quarter.
  • MinichMacGregor Wealth Management's NUVEEN SENIOR INCM FD position peaked at $7K in Q4 2017.
  • 51 funds tracked by Wall St. Rank held NUVEEN SENIOR INCM FD as of Q1 2018.

Based on MinichMacGregor Wealth Management's 13F filing for Q1 2018, filed 3 Jul 2018.