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

Eschler Asset 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
2024
Q1 		– Sell
-40,000
Closed -$338K – 114
2023
Q4 		$338K Buy
+40,000
New +$320K 0.27% 57

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PCM
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GC
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Royal Bank of Canada
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CPC
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AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return

Eschler Asset Management's JFR Position: Q1 2024 in Review

Eschler Asset Management sold out of Nuveen Floating Rate Income Fund (JFR) in Q1 2024, closing a stake of 40,000 shares — an estimated $338K sold.

Eschler Asset Management first reported a position in JFR in Q4 2023 and held it in 1 quarter. The position peaked at $338K in Q4 2023. 175 funds tracked by Wall St. Rank hold JFR as of Q1 2024.

  • Eschler Asset Management reported no remaining Nuveen Floating Rate Income Fund position as of Q1 2024 after selling out during the quarter.
  • Eschler Asset Management sold 40,000 Nuveen Floating Rate Income Fund shares in Q1 2024, an estimated $338K.
  • Eschler Asset Management first reported a position in Nuveen Floating Rate Income Fund in Q4 2023 and held it in 1 quarter.
  • Eschler Asset Management's Nuveen Floating Rate Income Fund position peaked at $338K in Q4 2023.
  • 175 funds tracked by Wall St. Rank held Nuveen Floating Rate Income Fund as of Q1 2024.

Based on Eschler Asset Management's 13F filing for Q1 2024, filed 15 May 2024.