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Future Financial Wealth Management’s Nuveen Floating Rate Income Fund JFR Stock Holding History

Future Financial Wealth 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
Q2 		– Sell
-31,732
Closed -$277K – 282
2024
Q1 		$277K Buy
31,732
+1,158
+4% +$9.85K 0.21% 87
2023
Q4 		$251K Buy
30,574
+300
+1% +$2.4K 0.25% 85
2023
Q3 		$249K Buy
+30,274
New +$244K 0.28% 86

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
CPC
Congress Park Capital Saratoga Springs, New York $370M AUM 26.01% 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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Future Financial Wealth Management's JFR Position: Q2 2024 in Review

Future Financial Wealth Management sold out of Nuveen Floating Rate Income Fund (JFR) in Q2 2024, closing a stake of 31,732 shares — an estimated $277K sold.

Future Financial Wealth Management first reported a position in JFR in Q3 2023 and held it in 3 quarters. The position peaked at $277K in Q1 2024. 170 funds tracked by Wall St. Rank hold JFR as of Q2 2024.

  • Future Financial Wealth Management reported no remaining Nuveen Floating Rate Income Fund position as of Q2 2024 after selling out during the quarter.
  • Future Financial Wealth Management sold 31,732 Nuveen Floating Rate Income Fund shares in Q2 2024, an estimated $277K.
  • Future Financial Wealth Management first reported a position in Nuveen Floating Rate Income Fund in Q3 2023 and held it in 3 quarters.
  • Future Financial Wealth Management's Nuveen Floating Rate Income Fund position peaked at $277K in Q1 2024.
  • 170 funds tracked by Wall St. Rank held Nuveen Floating Rate Income Fund as of Q2 2024.

Based on Future Financial Wealth Management's 13F filing for Q2 2024, filed 16 Jul 2024.