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Beck Capital Management’s Nuveen Floating Rate Income Fund JFR Stock Holding History

Beck Capital 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
2017
Q1 		– Sell
-180,762
Closed -$2.11M – 103
2016
Q4 		$2.11M Buy
+180,762
New +$2.03M 1.18% 35

Other funds holding JFR

RCA
Restructuring Capital Associates Stamford, Connecticut $115M AUM 20.18% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
PMG
Private Management Group Irvine, California $3.47B AUM 13.39% 1-Year Est. Return
LCM
Laurion Capital Management New York $2.29B AUM 75.73% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Beck Capital Management's JFR Position: Q1 2017 in Review

Beck Capital Management sold out of Nuveen Floating Rate Income Fund (JFR) in Q1 2017, closing a stake of 180,762 shares — an estimated $2.11M sold.

Beck Capital Management first reported a position in JFR in Q4 2016 and held it in 1 quarter. The position peaked at $2.11M in Q4 2016. 83 funds tracked by Wall St. Rank hold JFR as of Q1 2017.

  • Beck Capital Management reported no remaining Nuveen Floating Rate Income Fund position as of Q1 2017 after selling out during the quarter.
  • Beck Capital Management sold 180,762 Nuveen Floating Rate Income Fund shares in Q1 2017, an estimated $2.11M.
  • Beck Capital Management first reported a position in Nuveen Floating Rate Income Fund in Q4 2016 and held it in 1 quarter.
  • Beck Capital Management's Nuveen Floating Rate Income Fund position peaked at $2.11M in Q4 2016.
  • 83 funds tracked by Wall St. Rank held Nuveen Floating Rate Income Fund as of Q1 2017.

Based on Beck Capital Management's 13F filing for Q1 2017, filed 15 May 2017.