PMFA
NSL

Plante Moran Financial Advisors’s NUVEEN SENIOR INCM FD NSL Stock Holding History

Plante Moran Financial 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
2014
Q3 		– Sell
-1,046
Closed -$7K – 871
2014
Q2 		$7K Buy
+1,046
New +$7.34K 0.01% 624

Other funds holding NSL

Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 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
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
NCM
Newgate Capital Management Greenwich, Connecticut $121M AUM 3.73% 1-Year Est. Return
HK
Horizon Kinetics New York $3.06B AUM 5.37% 1-Year Est. Return
U
UBS Zurich, Switzerland $136B AUM 16.35% 1-Year Est. Return
TAM
Trust Asset Management Houston, Texas $1.61B AUM 29.06% 1-Year Est. Return
MIG
Mariner Investment Group Harrison, New York $463M AUM 13.33% 1-Year Est. Return

Plante Moran Financial Advisors's NSL Position: Q3 2014 in Review

Plante Moran Financial Advisors sold out of NUVEEN SENIOR INCM FD (NSL) in Q3 2014, closing a stake of 1,046 shares — an estimated $7K sold.

Plante Moran Financial Advisors first reported a position in NSL in Q2 2014 and held it in 1 quarter. The position peaked at $7K in Q2 2014. 48 funds tracked by Wall St. Rank hold NSL as of Q3 2014.

  • Plante Moran Financial Advisors reported no remaining NUVEEN SENIOR INCM FD position as of Q3 2014 after selling out during the quarter.
  • Plante Moran Financial Advisors sold 1,046 NUVEEN SENIOR INCM FD shares in Q3 2014, an estimated $7K.
  • Plante Moran Financial Advisors first reported a position in NUVEEN SENIOR INCM FD in Q2 2014 and held it in 1 quarter.
  • Plante Moran Financial Advisors's NUVEEN SENIOR INCM FD position peaked at $7K in Q2 2014.
  • 48 funds tracked by Wall St. Rank held NUVEEN SENIOR INCM FD as of Q3 2014.

Based on Plante Moran Financial Advisors's 13F filing for Q3 2014, filed 23 Oct 2014.