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

B. Riley Wealth Management’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 		$268 Buy
32,153
+11,286
+54% +$102K ﹤0.01% 566
2022
Q1 		$209K Buy
20,867
+7,244
+53% +$72.7K 0.02% 550
2021
Q4 		$139K Buy
+13,623
New +$139K 0.01% 612

Other funds holding JFR

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
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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
UBS Group
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

B. Riley Wealth Management's JFR Position: Q2 2022 in Review

B. Riley Wealth Management increased its Nuveen Floating Rate Income Fund (JFR) stake by 54% in Q2 2022, buying an estimated $102K and bringing the position to 32,153 shares worth $268. The position accounts for ﹤0.01% of the portfolio, ranked #566.

B. Riley Wealth Management first reported a position in JFR in Q4 2021 and has held it in 3 quarters since. The position peaked at $209K in Q1 2022. 93 funds tracked by Wall St. Rank hold JFR as of Q2 2022.

  • B. Riley Wealth Management held 32,153 shares of Nuveen Floating Rate Income Fund worth $268 as of Q2 2022.
  • B. Riley Wealth Management bought 11,286 Nuveen Floating Rate Income Fund shares in Q2 2022, an estimated $102K.
  • Nuveen Floating Rate Income Fund made up ﹤0.01% of B. Riley Wealth Management's portfolio in Q2 2022, its #566 holding.
  • B. Riley Wealth Management first reported a position in Nuveen Floating Rate Income Fund in Q4 2021 and has held it in 3 quarters since.
  • B. Riley Wealth Management's Nuveen Floating Rate Income Fund position peaked at $209K in Q1 2022.
  • 93 funds tracked by Wall St. Rank held Nuveen Floating Rate Income Fund as of Q2 2022.

Based on B. Riley Wealth Management's 13F filing for Q2 2022, filed 9 Sep 2022.