Wealthcare Capital Management’s NUVEEN SENIOR INCM FD NSL Stock Holding History

Wealthcare Capital Management’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
2021 Q2	–	Sell	-4,648	Closed	-$26K	–	723
2021 Q1	$26K	Buy	+4,648	New	+$25.5K	﹤0.01%	193
2020 Q2	–	Sell	-4,297	Closed	-$19K	–	262
2020 Q1	$19K	Buy	4,297 +79	+2%	+$434	﹤0.01%	137
2019 Q4	$25K	Buy	4,218 +80	+2%	+$458	﹤0.01%	143
2019 Q3	$24K	Buy	4,138 +79	+2%	+$457	﹤0.01%	127
2019 Q2	$24K	Buy	4,059 +76	+2%	+$447	﹤0.01%	124
2019 Q1	$23K	Buy	3,983 +74	+2%	+$431	﹤0.01%	133
2018 Q4	$21K	Buy	3,909 +69	+2%	+$406	﹤0.01%	125
2018 Q3	$24K	Buy	3,840 +62	+2%	+$381	﹤0.01%	127
2018 Q2	$24K	Buy	3,778 +63	+2%	+$409	﹤0.01%	118
2018 Q1	$24K	Buy	3,715 +67	+2%	+$433	﹤0.01%	109
2017 Q4	$24K	Buy	3,648 +65	+2%	+$429	﹤0.01%	108
2017 Q3	$24K	Buy	3,583 +62	+2%	+$415	﹤0.01%	106
2017 Q2	$24K	Buy	3,521 +60	+2%	+$413	﹤0.01%	103
2017 Q1	$24K	Buy	3,461 +58	+2%	+$403	﹤0.01%	104
2016 Q4	$23K	Buy	3,403 +58	+2%	+$379	﹤0.01%	98
2016 Q3	$22K	Buy	3,345 +58	+2%	+$362	﹤0.01%	100
2016 Q2	$20K	Buy	3,287 +57	+2%	+$341	﹤0.01%	98
2016 Q1	$19K	Buy	3,230 +60	+2%	+$334	﹤0.01%	107
2015 Q4	$18K	Buy	3,170 +57	+2%	+$328	﹤0.01%	125
2015 Q3	$18K	Buy	3,113 +51	+2%	+$316	﹤0.01%	136
2015 Q2	$20K	Buy	3,062 +47	+2%	+$313	﹤0.01%	155
2015 Q1	$20K	Buy	+3,015	New	+$19.8K	﹤0.01%	404

Other funds holding NSL

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

CBA

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

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

PPA

Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 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

NCM

Next Capital Management New York $370M AUM 13.07% 1-Year Est. Return

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

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

AAM

Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return

Wealthcare Capital Management's NSL Position: Q2 2021 in Review

Wealthcare Capital Management sold out of NUVEEN SENIOR INCM FD (NSL) in Q2 2021, closing a stake of 4,648 shares — an estimated $26K sold.

Wealthcare Capital Management first reported a position in NSL in Q1 2015 and held it in 22 quarters. The position peaked at $26K in Q1 2021. 70 funds tracked by Wall St. Rank hold NSL as of Q2 2021.

Wealthcare Capital Management reported no remaining NUVEEN SENIOR INCM FD position as of Q2 2021 after selling out during the quarter.
Wealthcare Capital Management sold 4,648 NUVEEN SENIOR INCM FD shares in Q2 2021, an estimated $26K.
Wealthcare Capital Management first reported a position in NUVEEN SENIOR INCM FD in Q1 2015 and held it in 22 quarters.
Wealthcare Capital Management's NUVEEN SENIOR INCM FD position peaked at $26K in Q1 2021.
70 funds tracked by Wall St. Rank held NUVEEN SENIOR INCM FD as of Q2 2021.

Based on Wealthcare Capital Management's 13F filing for Q2 2021, filed 16 Aug 2021.