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

FourThought Financial’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
Q3 		$1K Buy
+110
New +$946 ﹤0.01% 1407
2021
Q3 		– Sell
-256
Closed -$2K – 1576
2021
Q2 		$2K Hold
256
– – ﹤0.01% 1370
2021
Q1 		$2K Hold
256
– – ﹤0.01% 1320
2020
Q4 		$2K Buy
+256
New +$2.16K ﹤0.01% 1299

Other funds holding JFR

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
OCM
Oaktree Capital Management Los Angeles, California $6.56B AUM 42.97% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
PCM
Penserra Capital Management Orinda, California $8.52B AUM 37.76% 1-Year Est. Return

FourThought Financial's JFR Position: Q3 2022 in Review

FourThought Financial opened a new position in Nuveen Floating Rate Income Fund (JFR) in Q3 2022: 110 shares worth $1K. The stake represents ﹤0.01% of the portfolio and ranks #1407 among its holdings. This is a return to the name: FourThought Financial previously reported a position in JFR as recently as Q2 2021.

FourThought Financial first reported a position in JFR in Q4 2020 and has held it in 4 quarters since. The position peaked at $2K in Q2 2021. 90 funds tracked by Wall St. Rank hold JFR as of Q3 2022.

  • FourThought Financial held 110 shares of Nuveen Floating Rate Income Fund worth $1K as of Q3 2022.
  • Nuveen Floating Rate Income Fund was a new FourThought Financial position in Q3 2022.
  • Nuveen Floating Rate Income Fund made up ﹤0.01% of FourThought Financial's portfolio in Q3 2022, its #1407 holding.
  • FourThought Financial first reported a position in Nuveen Floating Rate Income Fund in Q4 2020 and has held it in 4 quarters since.
  • FourThought Financial's Nuveen Floating Rate Income Fund position peaked at $2K in Q2 2021.
  • 90 funds tracked by Wall St. Rank held Nuveen Floating Rate Income Fund as of Q3 2022.

Based on FourThought Financial's 13F filing for Q3 2022, filed 21 Nov 2022.