PWPS
NSL

Pinnacle Wealth Planning Services’s NUVEEN SENIOR INCM FD NSL Stock Holding History

Pinnacle Wealth Planning Services’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
2021
Q1 		– Sell
-2,966
Closed -$15K – 2132
2020
Q4 		$15K Buy
+2,966
New +$14.8K ﹤0.01% 1276

Other funds holding NSL

SCM
Saba Capital Management New York $3.62B AUM 13% 1-Year Est. Return
LC
Lindbrook Capital Calabasas, California $1.08B AUM 10.14% 1-Year Est. Return
CBA
Coastal Bridge Advisors Westport, Connecticut $1.41B AUM 24.15% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
NCM
Next Capital Management New York $330M AUM 11.54% 1-Year Est. Return
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 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

Pinnacle Wealth Planning Services's NSL Position: Q1 2021 in Review

Pinnacle Wealth Planning Services sold out of NUVEEN SENIOR INCM FD (NSL) in Q1 2021, closing a stake of 2,966 shares — an estimated $15K sold.

Pinnacle Wealth Planning Services first reported a position in NSL in Q4 2020 and held it in 1 quarter. The position peaked at $15K in Q4 2020. 72 funds tracked by Wall St. Rank hold NSL as of Q1 2021.

  • Pinnacle Wealth Planning Services reported no remaining NUVEEN SENIOR INCM FD position as of Q1 2021 after selling out during the quarter.
  • Pinnacle Wealth Planning Services sold 2,966 NUVEEN SENIOR INCM FD shares in Q1 2021, an estimated $15K.
  • Pinnacle Wealth Planning Services first reported a position in NUVEEN SENIOR INCM FD in Q4 2020 and held it in 1 quarter.
  • Pinnacle Wealth Planning Services's NUVEEN SENIOR INCM FD position peaked at $15K in Q4 2020.
  • 72 funds tracked by Wall St. Rank held NUVEEN SENIOR INCM FD as of Q1 2021.

Based on Pinnacle Wealth Planning Services's 13F filing for Q1 2021, filed 29 Apr 2021.