Clean Yield Group’s Nuveen Floating Rate Income Fund JFR Stock Holding History

Clean Yield Group’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	–	Sell	-3,500	Closed	-$35K	–	452
2022 Q1	$35K	Sell	3,500 -4,000	-53%	-$40.1K	0.01%	274
2021 Q4	$76K	Hold	7,500	–	–	0.02%	233
2021 Q3	$76K	Hold	7,500	–	–	0.02%	233
2021 Q2	$75K	Buy	+7,500	New	+$72.7K	0.03%	224

Other funds holding JFR

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

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

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

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

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

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

Clean Yield Group's JFR Position: Q2 2022 in Review

Clean Yield Group sold out of Nuveen Floating Rate Income Fund (JFR) in Q2 2022, closing a stake of 3,500 shares — an estimated $35K sold.

Clean Yield Group first reported a position in JFR in Q2 2021 and held it in 4 quarters. The position peaked at $76K in Q4 2021. 93 funds tracked by Wall St. Rank hold JFR as of Q2 2022.

Clean Yield Group reported no remaining Nuveen Floating Rate Income Fund position as of Q2 2022 after selling out during the quarter.
Clean Yield Group sold 3,500 Nuveen Floating Rate Income Fund shares in Q2 2022, an estimated $35K.
Clean Yield Group first reported a position in Nuveen Floating Rate Income Fund in Q2 2021 and held it in 4 quarters.
Clean Yield Group's Nuveen Floating Rate Income Fund position peaked at $76K in Q4 2021.
93 funds tracked by Wall St. Rank held Nuveen Floating Rate Income Fund as of Q2 2022.

Based on Clean Yield Group's 13F filing for Q2 2022, filed 18 Jul 2022.