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

Coldstream 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
2025
Q2 		– Sell
-1,004
Closed -$8.5K – 2233
2025
Q1 		$8.5K Buy
+1,004
New +$8.6K ﹤0.01% 2451

Other funds holding JFR

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Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
MIG
Mariner Investment Group Harrison, New York $463M AUM 13.33% 1-Year Est. Return
CPC
Congress Park Capital Saratoga Springs, New York $370M AUM 26.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
PCM
Penserra Capital Management Orinda, California $8.52B AUM 37.76% 1-Year Est. Return
CWP
Cyndeo Wealth Partners St. Petersburg, Florida $2.12B AUM 24.61% 1-Year Est. Return

Coldstream Capital Management's JFR Position: Q2 2025 in Review

Coldstream Capital Management sold out of Nuveen Floating Rate Income Fund (JFR) in Q2 2025, closing a stake of 1,004 shares — an estimated $8.5K sold.

Coldstream Capital Management first reported a position in JFR in Q1 2025 and held it in 1 quarter. The position peaked at $8.5K in Q1 2025. 168 funds tracked by Wall St. Rank hold JFR as of Q2 2025.

  • Coldstream Capital Management reported no remaining Nuveen Floating Rate Income Fund position as of Q2 2025 after selling out during the quarter.
  • Coldstream Capital Management sold 1,004 Nuveen Floating Rate Income Fund shares in Q2 2025, an estimated $8.5K.
  • Coldstream Capital Management first reported a position in Nuveen Floating Rate Income Fund in Q1 2025 and held it in 1 quarter.
  • Coldstream Capital Management's Nuveen Floating Rate Income Fund position peaked at $8.5K in Q1 2025.
  • 168 funds tracked by Wall St. Rank held Nuveen Floating Rate Income Fund as of Q2 2025.

Based on Coldstream Capital Management's 13F filing for Q2 2025, filed 12 Aug 2025.