Amplius Wealth Advisors’s Nuveen Floating Rate Income Fund JFR Stock Holding History

Amplius Wealth Advisors’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
2022 Q2	–	Sell	-10,598	Closed	-$106K	–	188
2022 Q1	$106K	Hold	10,598	–	–	0.02%	175
2021 Q4	$107K	Buy	+10,598	New	+$108K	0.01%	241

Other funds holding JFR

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

PCM

Penserra Capital Management Orinda, California $8.52B AUM 37.76% 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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

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

EVM

Eaton Vance Management Boston, Massachusetts $67.5B AUM 11.44% 1-Year Est. Return

OCM

Oaktree Capital Management Los Angeles, California $6.56B AUM 42.97% 1-Year Est. Return

Amplius Wealth Advisors's JFR Position: Q2 2022 in Review

Amplius Wealth Advisors sold out of Nuveen Floating Rate Income Fund (JFR) in Q2 2022, closing a stake of 10,598 shares — an estimated $106K sold.

Amplius Wealth Advisors first reported a position in JFR in Q4 2021 and held it in 2 quarters. The position peaked at $107K in Q4 2021. 93 funds tracked by Wall St. Rank hold JFR as of Q2 2022.

Amplius Wealth Advisors reported no remaining Nuveen Floating Rate Income Fund position as of Q2 2022 after selling out during the quarter.
Amplius Wealth Advisors sold 10,598 Nuveen Floating Rate Income Fund shares in Q2 2022, an estimated $106K.
Amplius Wealth Advisors first reported a position in Nuveen Floating Rate Income Fund in Q4 2021 and held it in 2 quarters.
Amplius Wealth Advisors's Nuveen Floating Rate Income Fund position peaked at $107K in Q4 2021.
93 funds tracked by Wall St. Rank held Nuveen Floating Rate Income Fund as of Q2 2022.

Based on Amplius Wealth Advisors's 13F filing for Q2 2022, filed 21 Jul 2022.