WP
NSL

WealthShield Partners’s NUVEEN SENIOR INCM FD NSL Stock Holding History

WealthShield Partners’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
Q3 		– Sell
-12,978
Closed -$77K – 781
2021
Q2 		$77K Hold
12,978
– – 0.01% 399
2021
Q1 		$73K Sell
12,978
-1,330
-9% -$7.29K 0.01% 392
2020
Q4 		$74K Hold
14,308
– – 0.01% 297
2020
Q3 		$69K Buy
+14,308
New +$68.9K 0.02% 290

Other funds holding NSL

RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
SFS
Shaker Financial Services Arlington, Virginia $319M AUM 3.9% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
NCM
Next Capital Management New York $330M AUM 11.54% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
HI
Harbour Investments Madison, Wisconsin $6.48B AUM 18.23% 1-Year Est. Return

WealthShield Partners's NSL Position: Q3 2021 in Review

WealthShield Partners sold out of NUVEEN SENIOR INCM FD (NSL) in Q3 2021, closing a stake of 12,978 shares — an estimated $77K sold.

WealthShield Partners first reported a position in NSL in Q3 2020 and held it in 4 quarters. The position peaked at $77K in Q2 2021. 67 funds tracked by Wall St. Rank hold NSL as of Q3 2021.

  • WealthShield Partners reported no remaining NUVEEN SENIOR INCM FD position as of Q3 2021 after selling out during the quarter.
  • WealthShield Partners sold 12,978 NUVEEN SENIOR INCM FD shares in Q3 2021, an estimated $77K.
  • WealthShield Partners first reported a position in NUVEEN SENIOR INCM FD in Q3 2020 and held it in 4 quarters.
  • WealthShield Partners's NUVEEN SENIOR INCM FD position peaked at $77K in Q2 2021.
  • 67 funds tracked by Wall St. Rank held NUVEEN SENIOR INCM FD as of Q3 2021.

Based on WealthShield Partners's 13F filing for Q3 2021, filed 12 Nov 2021.