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Ameritas Investment Company’s Nuveen Floating Rate Income Fund JFR Stock Holding History

Ameritas Investment Company’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
2020
Q2 		– Sell
-850
Closed -$6K – 996
2020
Q1 		$6K Buy
+850
New +$7.88K ﹤0.01% 1327
2019
Q4 		– Sell
-850
Closed -$8K – 1183
2019
Q3 		$8K Buy
+850
New +$8.23K ﹤0.01% 1170
2019
Q1 		– Sell
-420
Closed -$4K – 1419
2018
Q4 		$4K Buy
+420
New +$4.13K ﹤0.01% 1275

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LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
LC
Lindbrook Capital Calabasas, California $1.08B AUM 10.14% 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
OCM
Oaktree Capital Management Los Angeles, California $6.56B AUM 42.97% 1-Year Est. Return
ISSM
Invesco Senior Secured Management New York $40.9M AUM 3.88% 1-Year Est. Return
EVM
Eaton Vance Management Boston, Massachusetts $67.5B AUM 11.44% 1-Year Est. Return

Ameritas Investment Company's JFR Position: Q2 2020 in Review

Ameritas Investment Company sold out of Nuveen Floating Rate Income Fund (JFR) in Q2 2020, closing a stake of 850 shares — an estimated $6K sold.

Ameritas Investment Company first reported a position in JFR in Q4 2018 and held it in 3 quarters. The position peaked at $8K in Q3 2019. 90 funds tracked by Wall St. Rank hold JFR as of Q2 2020.

  • Ameritas Investment Company reported no remaining Nuveen Floating Rate Income Fund position as of Q2 2020 after selling out during the quarter.
  • Ameritas Investment Company sold 850 Nuveen Floating Rate Income Fund shares in Q2 2020, an estimated $6K.
  • Ameritas Investment Company first reported a position in Nuveen Floating Rate Income Fund in Q4 2018 and held it in 3 quarters.
  • Ameritas Investment Company's Nuveen Floating Rate Income Fund position peaked at $8K in Q3 2019.
  • 90 funds tracked by Wall St. Rank held Nuveen Floating Rate Income Fund as of Q2 2020.

Based on Ameritas Investment Company's 13F filing for Q2 2020, filed 14 Aug 2020.