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

Arkadios 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
2021
Q4 		– Sell
-429
Closed -$4K – 1202
2021
Q3 		$4K Sell
429
-189
-31% -$1.87K ﹤0.01% 1651
2021
Q2 		$6K Buy
+618
New +$5.99K ﹤0.01% 1671

Other funds holding JFR

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 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
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
CIA
Capital Investment Advisors Atlanta, Georgia $6.84B AUM 17.28% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Arkadios Wealth Advisors's JFR Position: Q4 2021 in Review

Arkadios Wealth Advisors sold out of Nuveen Floating Rate Income Fund (JFR) in Q4 2021, closing a stake of 429 shares — an estimated $4K sold.

Arkadios Wealth Advisors first reported a position in JFR in Q2 2021 and held it in 2 quarters. The position peaked at $6K in Q2 2021. 104 funds tracked by Wall St. Rank hold JFR as of Q4 2021.

  • Arkadios Wealth Advisors reported no remaining Nuveen Floating Rate Income Fund position as of Q4 2021 after selling out during the quarter.
  • Arkadios Wealth Advisors sold 429 Nuveen Floating Rate Income Fund shares in Q4 2021, an estimated $4K.
  • Arkadios Wealth Advisors first reported a position in Nuveen Floating Rate Income Fund in Q2 2021 and held it in 2 quarters.
  • Arkadios Wealth Advisors's Nuveen Floating Rate Income Fund position peaked at $6K in Q2 2021.
  • 104 funds tracked by Wall St. Rank held Nuveen Floating Rate Income Fund as of Q4 2021.

Based on Arkadios Wealth Advisors's 13F filing for Q4 2021, filed 3 Feb 2022.