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

United Capital 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
2015 Q3	–	Sell	-340,276	Closed	-$2.18M	–	1334
2015 Q2	$2.18M	Sell	340,276 -158,947	-32%	-$1.06M	0.03%	550
2015 Q1	$3.37M	Sell	499,223 -37,302	-7%	-$245K	0.04%	433
2014 Q4	$3.51M	Buy	536,525 +448,206	+507%	+$2.97M	0.05%	335
2014 Q3	$591K	Buy	88,319 +16,678	+23%	+$115K	0.01%	747
2014 Q2	$505K	Buy	71,641 +46,076	+180%	+$323K	0.01%	680
2014 Q1	$183K	Buy	+25,565	New	+$184K	﹤0.01%	881

Other funds holding NSL

Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return

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

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

RCM

Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.79% 1-Year Est. Return

MIG

Mariner Investment Group Harrison, New York $463M AUM 13.33% 1-Year Est. Return

RVPG

Relative Value Partners Group $772M AUM 15.6% 1-Year Est. Return

NCM

Newgate Capital Management Greenwich, Connecticut $121M AUM 3.73% 1-Year Est. Return

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

LTFS

Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 27.61% 1-Year Est. Return

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

United Capital Financial Advisors's NSL Position: Q3 2015 in Review

United Capital Financial Advisors sold out of NUVEEN SENIOR INCM FD (NSL) in Q3 2015, closing a stake of 340,276 shares — an estimated $2.18M sold.

United Capital Financial Advisors first reported a position in NSL in Q1 2014 and held it in 6 quarters. The position peaked at $3.51M in Q4 2014. 50 funds tracked by Wall St. Rank hold NSL as of Q3 2015.

United Capital Financial Advisors reported no remaining NUVEEN SENIOR INCM FD position as of Q3 2015 after selling out during the quarter.
United Capital Financial Advisors sold 340,276 NUVEEN SENIOR INCM FD shares in Q3 2015, an estimated $2.18M.
United Capital Financial Advisors first reported a position in NUVEEN SENIOR INCM FD in Q1 2014 and held it in 6 quarters.
United Capital Financial Advisors's NUVEEN SENIOR INCM FD position peaked at $3.51M in Q4 2014.
50 funds tracked by Wall St. Rank held NUVEEN SENIOR INCM FD as of Q3 2015.

Based on United Capital Financial Advisors's 13F filing for Q3 2015, filed 13 Nov 2015.