Baystate Wealth Management’s Nuveen Floating Rate Income Fund JFR Stock Holding History

Baystate 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
2023 Q4	$16.7K	Buy	+2,029	New	+$16.2K	﹤0.01%	604

Other funds holding JFR

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

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

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

Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return

SIA

Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return

PCM

Penserra Capital Management Orinda, California $8.52B AUM 37.76% 1-Year Est. Return

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Baystate Wealth Management's JFR Position: Q4 2023 in Review

Baystate Wealth Management opened a new position in Nuveen Floating Rate Income Fund (JFR) in Q4 2023: 2,029 shares worth $16.7K. The stake represents ﹤0.01% of the portfolio and ranks #604 among its holdings.

177 funds tracked by Wall St. Rank hold JFR as of Q4 2023.

Baystate Wealth Management held 2,029 shares of Nuveen Floating Rate Income Fund worth $16.7K as of Q4 2023.
Nuveen Floating Rate Income Fund was a new Baystate Wealth Management position in Q4 2023.
Nuveen Floating Rate Income Fund made up ﹤0.01% of Baystate Wealth Management's portfolio in Q4 2023, its #604 holding.
177 funds tracked by Wall St. Rank held Nuveen Floating Rate Income Fund as of Q4 2023.

Based on Baystate Wealth Management's 13F filing for Q4 2023, filed 29 Jan 2024.