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

Chapwood Capital Investment 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
2019
Q4 		$3.14M Buy
+306,536
New +$2.95M 3.16% 9

Other funds holding JFR

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UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
ISSM
Invesco Senior Secured Management New York $40.9M AUM 3.88% 1-Year Est. Return
EVM
Eaton Vance Management Boston, Massachusetts $67.5B AUM 11.44% 1-Year Est. Return
CIA
Capital Investment Advisors Atlanta, Georgia $7.59B AUM 23.38% 1-Year Est. Return

Chapwood Capital Investment Management's JFR Position: Q4 2019 in Review

Chapwood Capital Investment Management opened a new position in Nuveen Floating Rate Income Fund (JFR) in Q4 2019: 306,536 shares worth $3.14M. The stake represents 3.16% of the portfolio and ranks #9 among its holdings.

108 funds tracked by Wall St. Rank hold JFR as of Q4 2019.

  • Chapwood Capital Investment Management held 306,536 shares of Nuveen Floating Rate Income Fund worth $3.14M as of Q4 2019.
  • Nuveen Floating Rate Income Fund was a new Chapwood Capital Investment Management position in Q4 2019.
  • Nuveen Floating Rate Income Fund made up 3.16% of Chapwood Capital Investment Management's portfolio in Q4 2019, its #9 holding.
  • 108 funds tracked by Wall St. Rank held Nuveen Floating Rate Income Fund as of Q4 2019.

Based on Chapwood Capital Investment Management's 13F filing for Q4 2019, filed 21 Jan 2020.