SFS
NSL

Shaker Financial Services’s NUVEEN SENIOR INCM FD NSL Stock Holding History

Shaker Financial 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
2023
Q3 		– Sell
-569,336
Closed -$2.63M – 179
2023
Q2 		$2.63M Sell
569,336
-23,018
-4% -$105K 1.15% 23
2023
Q1 		$2.76M Buy
592,354
+5,994
+1% +$28.6K 1.2% 24
2022
Q4 		$2.69M Sell
586,360
-16,369
-3% -$77K 1.26% 24
2022
Q3 		$2.81M Buy
602,729
+86,876
+17% +$429K 1.39% 19
2022
Q2 		$2.47M Buy
515,853
+77,347
+18% +$400K 1.2% 28
2022
Q1 		$2.49M Sell
438,506
-138,410
-24% -$797K 0.94% 35
2021
Q4 		$3.4M Buy
576,916
+131,653
+30% +$782K 1.2% 22
2021
Q3 		$2.6M Buy
445,263
+277,852
+166% +$1.62M 1.04% 33
2021
Q2 		$989K Buy
167,411
+31,862
+24% +$181K 0.37% 91
2021
Q1 		$760K Buy
135,549
+52,649
+64% +$289K 0.3% 97
2020
Q4 		$430K Buy
+82,900
New +$412K 0.18% 126
2020
Q3 		– Sell
-25,499
Closed -$120K – 187
2020
Q2 		$120K Buy
+25,499
New +$116K 0.07% 150
2020
Q1 		– Sell
-66,321
Closed -$395K – 193
2019
Q4 		$395K Sell
66,321
-28,406
-30% -$163K 0.18% 104
2019
Q3 		$547K Buy
94,727
+24,190
+34% +$140K 0.28% 89
2019
Q2 		$418K Buy
+70,537
New +$415K 0.22% 90
2018
Q4 		– Sell
-485,994
Closed -$2.99M – 157
2018
Q3 		$2.99M Buy
485,994
+106,528
+28% +$655K 1.44% 19
2018
Q2 		$2.36M Buy
379,466
+236,022
+165% +$1.53M 1.17% 33
2018
Q1 		$940K Buy
143,444
+69,163
+93% +$447K 0.45% 67
2017
Q4 		$484K Buy
+74,281
New +$490K 0.23% 92
2016
Q3 		– Sell
-29,515
Closed -$178K – 142
2016
Q2 		$178K Buy
+29,515
New +$177K 0.12% 99
2016
Q1 		– Sell
-33,224
Closed -$192K – 114
2015
Q4 		$192K Sell
33,224
-97,604
-75% -$562K 0.13% 93
2015
Q3 		$773K Buy
130,828
+14,000
+12% +$86.7K 0.58% 53
2015
Q2 		$748K Hold
116,828
– – 0.47% 63
2015
Q1 		$778K Buy
116,828
+31,678
+37% +$208K 0.48% 67
2014
Q4 		$558K Sell
85,150
-202,770
-70% -$1.34M 0.36% 82
2014
Q3 		$1.93M Buy
287,920
+19,255
+7% +$133K 1.25% 32
2014
Q2 		$1.89M Buy
268,665
+21,800
+9% +$153K 1.15% 30
2014
Q1 		$1.77M Buy
246,865
+72,079
+41% +$517K 1.16% 30
2013
Q4 		$1.25M Buy
174,786
+16,047
+10% +$113K 0.87% 45
2013
Q3 		$1.14M Buy
+158,739
New +$1.15M 0.85% 41

Other funds holding NSL

CAS
Coppell Advisory Solutions Coppell, Texas $170M AUM 13.42% 1-Year Est. Return
BTI
Blue Trust Inc Alpharetta, Georgia $8.74B AUM 14.62% 1-Year Est. Return
HNB
Huntington National Bank Columbus, Ohio $18.1B AUM 24.69% 1-Year Est. Return

Shaker Financial Services's NSL Position: Q3 2023 in Review

Shaker Financial Services sold out of NUVEEN SENIOR INCM FD (NSL) in Q3 2023, closing a stake of 569,336 shares — an estimated $2.63M sold.

Shaker Financial Services first reported a position in NSL in Q3 2013 and held it in 30 quarters. The position peaked at $3.4M in Q4 2021. 2 funds tracked by Wall St. Rank hold NSL as of Q3 2023.

  • Shaker Financial Services reported no remaining NUVEEN SENIOR INCM FD position as of Q3 2023 after selling out during the quarter.
  • Shaker Financial Services sold 569,336 NUVEEN SENIOR INCM FD shares in Q3 2023, an estimated $2.63M.
  • Shaker Financial Services first reported a position in NUVEEN SENIOR INCM FD in Q3 2013 and held it in 30 quarters.
  • Shaker Financial Services's NUVEEN SENIOR INCM FD position peaked at $3.4M in Q4 2021.
  • 2 funds tracked by Wall St. Rank held NUVEEN SENIOR INCM FD as of Q3 2023.

Based on Shaker Financial Services's 13F filing for Q3 2023, filed 2 Nov 2023.