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Aurora Private Wealth’s Nuveen Floating Rate Income Fund JFR Stock Holding History

Aurora Private Wealth’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
Q1 		– Sell
-13,551
Closed -$118K – 226
2020
Q4 		$118K Sell
13,551
-2,282
-14% -$19.2K 0.05% 212
2020
Q3 		$132K Sell
15,833
-12,640
-44% -$103K 0.06% 187
2020
Q2 		$225K Sell
28,473
-41,673
-59% -$321K 0.1% 146
2020
Q1 		$530K Buy
70,146
+29,213
+71% +$271K 0.19% 114
2019
Q4 		$419K Buy
+40,933
New +$393K 0.15% 115

Other funds holding JFR

SCM
Saba Capital Management New York $3.62B AUM 13% 1-Year Est. Return
Bank of America
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
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
LC
Lindbrook Capital Calabasas, California $1.08B AUM 10.14% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
ISSM
Invesco Senior Secured Management New York $40.9M AUM 3.88% 1-Year Est. Return
CIA
Capital Investment Advisors Atlanta, Georgia $6.84B AUM 17.28% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return

Aurora Private Wealth's JFR Position: Q1 2021 in Review

Aurora Private Wealth sold out of Nuveen Floating Rate Income Fund (JFR) in Q1 2021, closing a stake of 13,551 shares — an estimated $118K sold.

Aurora Private Wealth first reported a position in JFR in Q4 2019 and held it in 5 quarters. The position peaked at $530K in Q1 2020. 95 funds tracked by Wall St. Rank hold JFR as of Q1 2021.

  • Aurora Private Wealth reported no remaining Nuveen Floating Rate Income Fund position as of Q1 2021 after selling out during the quarter.
  • Aurora Private Wealth sold 13,551 Nuveen Floating Rate Income Fund shares in Q1 2021, an estimated $118K.
  • Aurora Private Wealth first reported a position in Nuveen Floating Rate Income Fund in Q4 2019 and held it in 5 quarters.
  • Aurora Private Wealth's Nuveen Floating Rate Income Fund position peaked at $530K in Q1 2020.
  • 95 funds tracked by Wall St. Rank held Nuveen Floating Rate Income Fund as of Q1 2021.

Based on Aurora Private Wealth's 13F filing for Q1 2021, filed 19 Apr 2021.