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Csenge Advisory Group’s Nuveen Floating Rate Income Fund JFR Stock Holding History

Csenge Advisory 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
2024
Q2 		– Sell
-10,902
Closed -$95.2K – 718
2024
Q1 		$95.2K Buy
+10,902
New +$92.7K 0.01% 688

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Invesco
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PCM
Penserra Capital Management Orinda, California $8.52B AUM 37.76% 1-Year Est. Return
GC
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CPC
Congress Park Capital Saratoga Springs, New York $370M AUM 26.01% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Csenge Advisory Group's JFR Position: Q2 2024 in Review

Csenge Advisory Group sold out of Nuveen Floating Rate Income Fund (JFR) in Q2 2024, closing a stake of 10,902 shares — an estimated $95.2K sold.

Csenge Advisory Group first reported a position in JFR in Q1 2024 and held it in 1 quarter. The position peaked at $95.2K in Q1 2024. 170 funds tracked by Wall St. Rank hold JFR as of Q2 2024.

  • Csenge Advisory Group reported no remaining Nuveen Floating Rate Income Fund position as of Q2 2024 after selling out during the quarter.
  • Csenge Advisory Group sold 10,902 Nuveen Floating Rate Income Fund shares in Q2 2024, an estimated $95.2K.
  • Csenge Advisory Group first reported a position in Nuveen Floating Rate Income Fund in Q1 2024 and held it in 1 quarter.
  • Csenge Advisory Group's Nuveen Floating Rate Income Fund position peaked at $95.2K in Q1 2024.
  • 170 funds tracked by Wall St. Rank held Nuveen Floating Rate Income Fund as of Q2 2024.

Based on Csenge Advisory Group's 13F filing for Q2 2024, filed 10 Jul 2024.