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CWA Asset Management Group’s Nuveen Floating Rate Income Fund JFR Stock Holding History

CWA Asset Management 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
Q1 		$114K Buy
13,029
+384
+3% +$3.27K 0.01% 521
2023
Q4 		$104K Buy
12,645
+393
+3% +$3.14K 0.01% 409
2023
Q3 		$101K Buy
+12,252
New +$98.8K 0.01% 349

Other funds holding JFR

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
PCM
Penserra Capital Management Orinda, California $8.52B AUM 37.76% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 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
CPC
Congress Park Capital Saratoga Springs, New York $370M AUM 26.01% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return

CWA Asset Management Group's JFR Position: Q1 2024 in Review

CWA Asset Management Group increased its Nuveen Floating Rate Income Fund (JFR) stake by 3% in Q1 2024, buying an estimated $3.27K and bringing the position to 13,029 shares worth $114K. The position accounts for 0.01% of the portfolio, ranked #521.

CWA Asset Management Group first reported a position in JFR in Q3 2023 and has held it in 3 quarters since. 175 funds tracked by Wall St. Rank hold JFR as of Q1 2024.

  • CWA Asset Management Group held 13,029 shares of Nuveen Floating Rate Income Fund worth $114K as of Q1 2024.
  • CWA Asset Management Group bought 384 Nuveen Floating Rate Income Fund shares in Q1 2024, an estimated $3.27K.
  • Nuveen Floating Rate Income Fund made up 0.01% of CWA Asset Management Group's portfolio in Q1 2024, its #521 holding.
  • CWA Asset Management Group first reported a position in Nuveen Floating Rate Income Fund in Q3 2023 and has held it in 3 quarters since.
  • 175 funds tracked by Wall St. Rank held Nuveen Floating Rate Income Fund as of Q1 2024.

Based on CWA Asset Management Group's 13F filing for Q1 2024, filed 13 May 2024.