Ford Financial Group’s Nuveen Floating Rate Income Fund JFR Stock Holding History

Ford Financial 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
2022 Q1	–	Sell	-1,500	Closed	-$15	–	308
2021 Q4	$15	Buy	+1,500	New	+$15.3K	﹤0.01%	307
2021 Q3	–	Sell	-1,500	Closed	-$15K	–	322
2021 Q2	$15K	Buy	+1,500	New	+$14.5K	0.01%	311

Other funds holding JFR

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

PCM

Penserra Capital Management Orinda, California $8.52B AUM 37.76% 1-Year Est. Return

Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Ford Financial Group's JFR Position: Q1 2022 in Review

Ford Financial Group sold out of Nuveen Floating Rate Income Fund (JFR) in Q1 2022, closing a stake of 1,500 shares — an estimated $15 sold.

Ford Financial Group first reported a position in JFR in Q2 2021 and held it in 2 quarters. The position peaked at $15K in Q2 2021. 100 funds tracked by Wall St. Rank hold JFR as of Q1 2022.

Ford Financial Group reported no remaining Nuveen Floating Rate Income Fund position as of Q1 2022 after selling out during the quarter.
Ford Financial Group sold 1,500 Nuveen Floating Rate Income Fund shares in Q1 2022, an estimated $15.
Ford Financial Group first reported a position in Nuveen Floating Rate Income Fund in Q2 2021 and held it in 2 quarters.
Ford Financial Group's Nuveen Floating Rate Income Fund position peaked at $15K in Q2 2021.
100 funds tracked by Wall St. Rank held Nuveen Floating Rate Income Fund as of Q1 2022.

Based on Ford Financial Group's 13F filing for Q1 2022, filed 13 Apr 2022.