WAM
NSL

Wealthspire Advisors (Maryland)’s NUVEEN SENIOR INCM FD NSL Stock Holding History

Wealthspire Advisors (Maryland)’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
2017
Q1 		– Sell
-906
Closed -$6K – 2043
2016
Q4 		$6K Buy
906
+14
+2% +$92 ﹤0.01% 1359
2016
Q3 		$6K Buy
892
+9
+1% +$56 ﹤0.01% 1368
2016
Q2 		$5K Sell
883
-257
-23% -$1.54K ﹤0.01% 1353
2016
Q1 		$7K Buy
1,140
+7
+0.6% +$39 ﹤0.01% 1272
2015
Q4 		$7K Buy
+1,133
New +$6.53K ﹤0.01% 1286

Other funds holding NSL

Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
LTFS
Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wealthspire Advisors (Maryland)'s NSL Position: Q1 2017 in Review

Wealthspire Advisors (Maryland) sold out of NUVEEN SENIOR INCM FD (NSL) in Q1 2017, closing a stake of 906 shares — an estimated $6K sold.

Wealthspire Advisors (Maryland) first reported a position in NSL in Q4 2015 and held it in 5 quarters. The position peaked at $7K in Q1 2016. 52 funds tracked by Wall St. Rank hold NSL as of Q1 2017.

  • Wealthspire Advisors (Maryland) reported no remaining NUVEEN SENIOR INCM FD position as of Q1 2017 after selling out during the quarter.
  • Wealthspire Advisors (Maryland) sold 906 NUVEEN SENIOR INCM FD shares in Q1 2017, an estimated $6K.
  • Wealthspire Advisors (Maryland) first reported a position in NUVEEN SENIOR INCM FD in Q4 2015 and held it in 5 quarters.
  • Wealthspire Advisors (Maryland)'s NUVEEN SENIOR INCM FD position peaked at $7K in Q1 2016.
  • 52 funds tracked by Wall St. Rank held NUVEEN SENIOR INCM FD as of Q1 2017.

Based on Wealthspire Advisors (Maryland)'s 13F filing for Q1 2017, filed 9 May 2017.