AWM
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Accurate Wealth Management’s Nuveen Floating Rate Income Fund JFR Stock Holding History

Accurate Wealth Management’s Portfolio JFR Stock Details JFR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q1 		– Sell
-3,850
Closed -$31.8K – 852
2022
Q4 		$31.8K Buy
+3,850
New +$31.4K 0.01% 553

Other funds holding JFR

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
PCM
Penserra Capital Management Orinda, California $8.52B AUM 37.76% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
OCM
Oaktree Capital Management Los Angeles, California $6.56B AUM 42.97% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Accurate Wealth Management's JFR Position: Q1 2023 in Review

Accurate Wealth Management sold out of Nuveen Floating Rate Income Fund (JFR) in Q1 2023, closing a stake of 3,850 shares — an estimated $31.8K sold.

Accurate Wealth Management first reported a position in JFR in Q4 2022 and held it in 1 quarter. The position peaked at $31.8K in Q4 2022. 99 funds tracked by Wall St. Rank hold JFR as of Q1 2023.

  • Accurate Wealth Management reported no remaining Nuveen Floating Rate Income Fund position as of Q1 2023 after selling out during the quarter.
  • Accurate Wealth Management sold 3,850 Nuveen Floating Rate Income Fund shares in Q1 2023, an estimated $31.8K.
  • Accurate Wealth Management first reported a position in Nuveen Floating Rate Income Fund in Q4 2022 and held it in 1 quarter.
  • Accurate Wealth Management's Nuveen Floating Rate Income Fund position peaked at $31.8K in Q4 2022.
  • 99 funds tracked by Wall St. Rank held Nuveen Floating Rate Income Fund as of Q1 2023.

Based on Accurate Wealth Management's 13F filing for Q1 2023, filed 13 Apr 2023.