SFWA
NSL

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

Summit Financial Wealth 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
2019
Q3 		– Sell
-16,450
Closed -$98K – 157
2019
Q2 		$98K Buy
16,450
+2,850
+21% +$16.8K 0.02% 150
2019
Q1 		$80K Hold
13,600
– – 0.02% 134
2018
Q4 		$75K Sell
13,600
-5,600
-29% -$32.9K 0.02% 124
2018
Q3 		$116K Sell
19,200
-800
-4% -$4.92K 0.03% 143
2018
Q2 		$131K Hold
20,000
– – 0.04% 135
2018
Q1 		$131K Hold
20,000
– – 0.04% 143
2017
Q4 		$130K Buy
20,000
+5,000
+33% +$33K 0.04% 141
2017
Q3 		$100K Buy
15,000
+400
+3% +$2.68K 0.04% 137
2017
Q2 		$100K Buy
+14,600
New +$101K 0.04% 145

Other funds holding NSL

AAM
Advisors Asset Management Monument, Colorado $6.56B AUM 35.09% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
VEA
Virtus ETF Advisers New York $261M AUM 78.99% 1-Year Est. Return
CBA
Coastal Bridge Advisors Westport, Connecticut $1.62B AUM 36.83% 1-Year Est. Return
LC
Lindbrook Capital Calabasas, California $1.08B AUM 10.14% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2.1B AUM 2.15% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Summit Financial Wealth Advisors's NSL Position: Q3 2019 in Review

Summit Financial Wealth Advisors sold out of NUVEEN SENIOR INCM FD (NSL) in Q3 2019, closing a stake of 16,450 shares — an estimated $98K sold.

Summit Financial Wealth Advisors first reported a position in NSL in Q2 2017 and held it in 9 quarters. The position peaked at $131K in Q2 2018. 74 funds tracked by Wall St. Rank hold NSL as of Q3 2019.

  • Summit Financial Wealth Advisors reported no remaining NUVEEN SENIOR INCM FD position as of Q3 2019 after selling out during the quarter.
  • Summit Financial Wealth Advisors sold 16,450 NUVEEN SENIOR INCM FD shares in Q3 2019, an estimated $98K.
  • Summit Financial Wealth Advisors first reported a position in NUVEEN SENIOR INCM FD in Q2 2017 and held it in 9 quarters.
  • Summit Financial Wealth Advisors's NUVEEN SENIOR INCM FD position peaked at $131K in Q2 2018.
  • 74 funds tracked by Wall St. Rank held NUVEEN SENIOR INCM FD as of Q3 2019.

Based on Summit Financial Wealth Advisors's 13F filing for Q3 2019, filed 5 Nov 2019.