OFG
NSL

OTA Financial Group’s NUVEEN SENIOR INCM FD NSL Stock Holding History

OTA Financial Group’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
Q3 		– Sell
-30,599
Closed -$207K – 77
2017
Q2 		$207K Hold
30,599
– – 0.14% 53
2017
Q1 		$207K Buy
+30,599
New +$213K 0.13% 57

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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
LTFS
Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
SI
SII Investments Appleton, Wisconsin $965M AUM 15.44% 1-Year Est. Return

OTA Financial Group's NSL Position: Q3 2017 in Review

OTA Financial Group sold out of NUVEEN SENIOR INCM FD (NSL) in Q3 2017, closing a stake of 30,599 shares — an estimated $207K sold.

OTA Financial Group first reported a position in NSL in Q1 2017 and held it in 2 quarters. The position peaked at $207K in Q2 2017. 56 funds tracked by Wall St. Rank hold NSL as of Q3 2017.

  • OTA Financial Group reported no remaining NUVEEN SENIOR INCM FD position as of Q3 2017 after selling out during the quarter.
  • OTA Financial Group sold 30,599 NUVEEN SENIOR INCM FD shares in Q3 2017, an estimated $207K.
  • OTA Financial Group first reported a position in NUVEEN SENIOR INCM FD in Q1 2017 and held it in 2 quarters.
  • OTA Financial Group's NUVEEN SENIOR INCM FD position peaked at $207K in Q2 2017.
  • 56 funds tracked by Wall St. Rank held NUVEEN SENIOR INCM FD as of Q3 2017.

Based on OTA Financial Group's 13F filing for Q3 2017, filed 20 Oct 2017.