SFA
NSL

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

Sequoia 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
2022
Q3 		– Sell
-11,732
Closed -$56K – 603
2022
Q2 		$56K Hold
11,732
– – ﹤0.01% 579
2022
Q1 		$67K Hold
11,732
– – ﹤0.01% 655
2021
Q4 		$69K Buy
+11,732
New +$69.7K ﹤0.01% 580

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 0.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 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 $330M AUM 11.54% 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 $374B AUM 17.66% 1-Year Est. Return

Sequoia Financial Advisors's NSL Position: Q3 2022 in Review

Sequoia Financial Advisors sold out of NUVEEN SENIOR INCM FD (NSL) in Q3 2022, closing a stake of 11,732 shares — an estimated $56K sold.

Sequoia Financial Advisors first reported a position in NSL in Q4 2021 and held it in 3 quarters. The position peaked at $69K in Q4 2021. 73 funds tracked by Wall St. Rank hold NSL as of Q3 2022.

  • Sequoia Financial Advisors reported no remaining NUVEEN SENIOR INCM FD position as of Q3 2022 after selling out during the quarter.
  • Sequoia Financial Advisors sold 11,732 NUVEEN SENIOR INCM FD shares in Q3 2022, an estimated $56K.
  • Sequoia Financial Advisors first reported a position in NUVEEN SENIOR INCM FD in Q4 2021 and held it in 3 quarters.
  • Sequoia Financial Advisors's NUVEEN SENIOR INCM FD position peaked at $69K in Q4 2021.
  • 73 funds tracked by Wall St. Rank held NUVEEN SENIOR INCM FD as of Q3 2022.

Based on Sequoia Financial Advisors's 13F filing for Q3 2022, filed 26 Oct 2022.