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Beacon Capital Management LLC (Tennessee)’s Nuveen Floating Rate Income Fund JFR Stock Holding History

Beacon Capital Management LLC (Tennessee)’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
-470
Closed -$4.07K – 1210
2024
Q2 		$4.07K Hold
470
– – ﹤0.01% 749
2024
Q1 		$4.1K Hold
470
– – ﹤0.01% 743
2023
Q4 		$3.86K Buy
+470
New +$3.76K ﹤0.01% 688

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RJFSA
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Beacon Capital Management LLC (Tennessee)'s JFR Position: Q3 2024 in Review

Beacon Capital Management LLC (Tennessee) sold out of Nuveen Floating Rate Income Fund (JFR) in Q3 2024, closing a stake of 470 shares — an estimated $4.07K sold.

Beacon Capital Management LLC (Tennessee) first reported a position in JFR in Q4 2023 and held it in 3 quarters. The position peaked at $4.1K in Q1 2024. 159 funds tracked by Wall St. Rank hold JFR as of Q3 2024.

  • Beacon Capital Management LLC (Tennessee) reported no remaining Nuveen Floating Rate Income Fund position as of Q3 2024 after selling out during the quarter.
  • Beacon Capital Management LLC (Tennessee) sold 470 Nuveen Floating Rate Income Fund shares in Q3 2024, an estimated $4.07K.
  • Beacon Capital Management LLC (Tennessee) first reported a position in Nuveen Floating Rate Income Fund in Q4 2023 and held it in 3 quarters.
  • Beacon Capital Management LLC (Tennessee)'s Nuveen Floating Rate Income Fund position peaked at $4.1K in Q1 2024.
  • 159 funds tracked by Wall St. Rank held Nuveen Floating Rate Income Fund as of Q3 2024.

Based on Beacon Capital Management LLC (Tennessee)'s 13F filing for Q3 2024, filed 7 Nov 2024.