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Founders Bank & Trust’s Nuveen Floating Rate Income Fund JFR Stock Holding History

Founders Bank & Trust’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
2014
Q4 		$15K Hold
1,385
– – 0.01% 271
2014
Q3 		$16K Hold
1,385
– – 0.01% 259
2014
Q2 		$17K Hold
1,385
– – 0.01% 254
2014
Q1 		$17K Hold
1,385
– – 0.01% 251
2013
Q4 		$17K Hold
1,385
– – 0.01% 272
2013
Q3 		$17K Hold
1,385
– – 0.01% 228
2013
Q2 		$17K Buy
+1,385
New +$17.9K 0.01% 212

Other funds holding JFR

Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
RCA
Restructuring Capital Associates Stamford, Connecticut $115M AUM 20.18% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.6B AUM 27.3% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
MIG
Mariner Investment Group Harrison, New York $330M AUM 25.25% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $16.2B AUM 16.34% 1-Year Est. Return