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Crestwood Advisors Group’s Nuveen Floating Rate Income Fund JFR Stock Holding History

Crestwood Advisors 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
2017
Q2 		– Sell
-2,000
Closed -$23K – 303
2017
Q1 		$23K Buy
+2,000
New +$23.7K ﹤0.01% 362

Other funds holding JFR

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
RCA
Restructuring Capital Associates Stamford, Connecticut $115M AUM 20.18% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
PMG
Private Management Group Irvine, California $3.47B AUM 13.39% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
EVM
Eaton Vance Management Boston, Massachusetts $67.5B AUM 11.44% 1-Year Est. Return

Crestwood Advisors Group's JFR Position: Q2 2017 in Review

Crestwood Advisors Group sold out of Nuveen Floating Rate Income Fund (JFR) in Q2 2017, closing a stake of 2,000 shares — an estimated $23K sold.

Crestwood Advisors Group first reported a position in JFR in Q1 2017 and held it in 1 quarter. The position peaked at $23K in Q1 2017. 73 funds tracked by Wall St. Rank hold JFR as of Q2 2017.

  • Crestwood Advisors Group reported no remaining Nuveen Floating Rate Income Fund position as of Q2 2017 after selling out during the quarter.
  • Crestwood Advisors Group sold 2,000 Nuveen Floating Rate Income Fund shares in Q2 2017, an estimated $23K.
  • Crestwood Advisors Group first reported a position in Nuveen Floating Rate Income Fund in Q1 2017 and held it in 1 quarter.
  • Crestwood Advisors Group's Nuveen Floating Rate Income Fund position peaked at $23K in Q1 2017.
  • 73 funds tracked by Wall St. Rank held Nuveen Floating Rate Income Fund as of Q2 2017.

Based on Crestwood Advisors Group's 13F filing for Q2 2017, filed 31 Jul 2017.