PFGIA
NSL

Patriot Financial Group Insurance Agency’s NUVEEN SENIOR INCM FD NSL Stock Holding History

Patriot Financial Group Insurance Agency’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
2022
Q3 		– Sell
-2,600
Closed -$12K – 2070
2022
Q2 		$12K Hold
2,600
– – ﹤0.01% 1192
2022
Q1 		$15K Hold
2,600
– – ﹤0.01% 1221
2021
Q4 		$15K Hold
2,600
– – ﹤0.01% 1338
2021
Q3 		$15K Hold
2,600
– – ﹤0.01% 1335
2021
Q2 		$15K Hold
2,600
– – ﹤0.01% 1308
2021
Q1 		$15K Hold
2,600
– – ﹤0.01% 1223
2020
Q4 		$13K Hold
2,600
– – ﹤0.01% 1142
2020
Q3 		$13K Hold
2,600
– – ﹤0.01% 958
2020
Q2 		$12K Hold
2,600
– – ﹤0.01% 927
2020
Q1 		$11K Hold
2,600
– – 0.01% 846
2019
Q4 		$15K Hold
2,600
– – 0.01% 754
2019
Q3 		$15K Hold
2,600
– – 0.01% 726
2019
Q2 		$15K Hold
2,600
– – 0.01% 725
2019
Q1 		$15K Hold
2,600
– – 0.01% 624
2018
Q4 		$14K Hold
2,600
– – 0.01% 552
2018
Q3 		$16K Buy
2,600
+250
+11% +$1.54K 0.01% 532
2018
Q2 		$15K Hold
2,350
– – 0.02% 340
2018
Q1 		$15K Buy
2,350
+1,350
+135% +$8.72K 0.01% 534
2017
Q4 		$6K Buy
+1,000
New +$6.59K ﹤0.01% 700

Other funds holding NSL

OCM
Oaktree Capital Management Los Angeles, California $6.56B AUM 42.97% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.79% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
SFS
Shaker Financial Services Arlington, Virginia $319M AUM 3.9% 1-Year Est. Return
NCM
Next Capital Management New York $370M AUM 13.07% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Patriot Financial Group Insurance Agency's NSL Position: Q3 2022 in Review

Patriot Financial Group Insurance Agency sold out of NUVEEN SENIOR INCM FD (NSL) in Q3 2022, closing a stake of 2,600 shares — an estimated $12K sold.

Patriot Financial Group Insurance Agency first reported a position in NSL in Q4 2017 and held it in 19 quarters. The position peaked at $16K in Q3 2018. 73 funds tracked by Wall St. Rank hold NSL as of Q3 2022.

  • Patriot Financial Group Insurance Agency reported no remaining NUVEEN SENIOR INCM FD position as of Q3 2022 after selling out during the quarter.
  • Patriot Financial Group Insurance Agency sold 2,600 NUVEEN SENIOR INCM FD shares in Q3 2022, an estimated $12K.
  • Patriot Financial Group Insurance Agency first reported a position in NUVEEN SENIOR INCM FD in Q4 2017 and held it in 19 quarters.
  • Patriot Financial Group Insurance Agency's NUVEEN SENIOR INCM FD position peaked at $16K in Q3 2018.
  • 73 funds tracked by Wall St. Rank held NUVEEN SENIOR INCM FD as of Q3 2022.

Based on Patriot Financial Group Insurance Agency's 13F filing for Q3 2022, filed 1 Nov 2022.