SKK
NSL

Shepherd Kaplan Krochuk’s NUVEEN SENIOR INCM FD NSL Stock Holding History

Shepherd Kaplan Krochuk’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
2016
Q4 		– Sell
-44,050
Closed -$288K – 357
2016
Q3 		$288K Sell
44,050
-6,150
-12% -$38.4K 0.06% 206
2016
Q2 		$303K Buy
+50,200
New +$300K 0.08% 185

Other funds holding NSL

Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
RVPG
Relative Value Partners Group $772M AUM 15.6% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
LTFS
Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return

Shepherd Kaplan Krochuk's NSL Position: Q4 2016 in Review

Shepherd Kaplan Krochuk sold out of NUVEEN SENIOR INCM FD (NSL) in Q4 2016, closing a stake of 44,050 shares — an estimated $288K sold.

Shepherd Kaplan Krochuk first reported a position in NSL in Q2 2016 and held it in 2 quarters. The position peaked at $303K in Q2 2016. 59 funds tracked by Wall St. Rank hold NSL as of Q4 2016.

  • Shepherd Kaplan Krochuk reported no remaining NUVEEN SENIOR INCM FD position as of Q4 2016 after selling out during the quarter.
  • Shepherd Kaplan Krochuk sold 44,050 NUVEEN SENIOR INCM FD shares in Q4 2016, an estimated $288K.
  • Shepherd Kaplan Krochuk first reported a position in NUVEEN SENIOR INCM FD in Q2 2016 and held it in 2 quarters.
  • Shepherd Kaplan Krochuk's NUVEEN SENIOR INCM FD position peaked at $303K in Q2 2016.
  • 59 funds tracked by Wall St. Rank held NUVEEN SENIOR INCM FD as of Q4 2016.

Based on Shepherd Kaplan Krochuk's 13F filing for Q4 2016, filed 10 Feb 2017.