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 $6.01B AUM 24.74% 1-Year Est. Return

Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

VEA

Virtus ETF Advisers New York $215M AUM 53.68% 1-Year Est. Return

CBA

Coastal Bridge Advisors Westport, Connecticut $1.41B AUM 24.15% 1-Year Est. Return

Lindbrook Capital Calabasas, California $1.08B AUM 10.14% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 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.