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B. Riley Wealth Advisors’s Nuveen Floating Rate Income Fund JFR Stock Holding History

B. Riley 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
2024
Q3 		– Sell
-38,502
Closed -$336K – 1351
2024
Q2 		$336K Sell
38,502
-14,930
-28% -$130K 0.01% 978
2024
Q1 		$443K Buy
53,432
+6,095
+13% +$51.8K 0.01% 854
2023
Q4 		$389K Sell
47,337
-6,095
-11% -$48.7K 0.01% 938
2023
Q3 		$443K Buy
53,432
+22,421
+72% +$181K 0.01% 854
2023
Q2 		$246K Buy
31,011
+547
+2% +$4.39K 0.01% 1230
2023
Q1 		$251K Sell
30,464
-20,961
-41% -$175K 0.01% 1159
2022
Q4 		$407K Buy
51,425
+11,566
+29% +$94.4K 0.01% 872
2022
Q3 		$324K Buy
+39,859
New +$343K 0.01% 957
2022
Q2 		– Sell
-11,358
Closed -$114K – 1306
2022
Q1 		$114K Buy
11,358
+125
+1% +$1.25K ﹤0.01% 1282
2021
Q4 		$115K Buy
11,233
+51
+0.5% +$520 ﹤0.01% 1328
2021
Q3 		$113K Buy
11,182
+87
+0.8% +$862 ﹤0.01% 1323
2021
Q2 		$112K Buy
11,095
+101
+0.9% +$979 ﹤0.01% 1301
2021
Q1 		$107K Buy
+10,994
New +$103K ﹤0.01% 1289
2020
Q1 		– Sell
-13,841
Closed -$142K – 849
2019
Q4 		$142K Buy
13,841
+897
+7% +$8.62K 0.01% 780
2019
Q3 		$126K Buy
12,944
+107
+0.8% +$1.04K 0.01% 758
2019
Q2 		$127K Buy
12,837
+101
+0.8% +$996 0.01% 747
2019
Q1 		$123K Buy
12,736
+148
+1% +$1.45K 0.02% 688
2018
Q4 		$117K Sell
12,588
-748
-6% -$7.35K 0.02% 613
2018
Q3 		$139K Sell
13,336
-1,922
-13% -$19.9K 0.02% 669
2018
Q2 		$160K Sell
15,258
-1,892
-11% -$20.4K 0.02% 621
2018
Q1 		$187K Sell
17,150
-3,156
-16% -$34.7K 0.03% 598
2017
Q4 		$228K Sell
20,306
-17
-0.1% -$193 0.03% 539
2017
Q3 		$238K Buy
20,323
+9,353
+85% +$110K 0.04% 444
2017
Q2 		$130K Buy
10,970
+61
+0.6% +$719 0.02% 496
2017
Q1 		$126K Buy
10,909
+103
+1% +$1.22K 0.03% 481
2016
Q4 		$127K Buy
+10,806
New +$122K 0.03% 490
2015
Q1 		– Sell
-1,000
Closed -$11 – 1299
2014
Q4 		$11 Buy
+1,000
New +$11K ﹤0.01% 2818
2014
Q3 		– Sell
-1,000
Closed -$12.1K – 1295
2014
Q2 		$12.1K Buy
+1,000
New +$11.8K ﹤0.01% 1697

Other funds holding JFR

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
PCM
Penserra Capital Management Orinda, California $8.52B AUM 37.76% 1-Year Est. Return
CPC
Congress Park Capital Saratoga Springs, New York $370M AUM 26.01% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

B. Riley Wealth Advisors's JFR Position: Q3 2024 in Review

B. Riley Wealth Advisors sold out of Nuveen Floating Rate Income Fund (JFR) in Q3 2024, closing a stake of 38,502 shares — an estimated $336K sold.

B. Riley Wealth Advisors first reported a position in JFR in Q2 2014 and held it in 28 quarters. The position peaked at $443K in Q1 2024. 159 funds tracked by Wall St. Rank hold JFR as of Q3 2024.

  • B. Riley Wealth Advisors reported no remaining Nuveen Floating Rate Income Fund position as of Q3 2024 after selling out during the quarter.
  • B. Riley Wealth Advisors sold 38,502 Nuveen Floating Rate Income Fund shares in Q3 2024, an estimated $336K.
  • B. Riley Wealth Advisors first reported a position in Nuveen Floating Rate Income Fund in Q2 2014 and held it in 28 quarters.
  • B. Riley Wealth Advisors's Nuveen Floating Rate Income Fund position peaked at $443K in Q1 2024.
  • 159 funds tracked by Wall St. Rank held Nuveen Floating Rate Income Fund as of Q3 2024.

Based on B. Riley Wealth Advisors's 13F filing for Q3 2024, filed 13 Dec 2024.