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Gerber Kawasaki Wealth & Investment Management’s Nuveen Floating Rate Income Fund JFR Stock Holding History

Gerber Kawasaki Wealth & Investment 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
2021
Q4 		– Sell
-1
Closed -$1K – 703
2021
Q3 		$1K Buy
+1
New +$10 ﹤0.01% 1000

Other funds holding JFR

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Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
PCM
Penserra Capital Management Orinda, California $8.52B AUM 37.76% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
CIA
Capital Investment Advisors Atlanta, Georgia $7.59B AUM 23.38% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Gerber Kawasaki Wealth & Investment Management's JFR Position: Q4 2021 in Review

Gerber Kawasaki Wealth & Investment Management sold out of Nuveen Floating Rate Income Fund (JFR) in Q4 2021, closing a stake of 1 share — an estimated $1K sold.

Gerber Kawasaki Wealth & Investment Management first reported a position in JFR in Q3 2021 and held it in 1 quarter. The position peaked at $1K in Q3 2021. 104 funds tracked by Wall St. Rank hold JFR as of Q4 2021.

  • Gerber Kawasaki Wealth & Investment Management reported no remaining Nuveen Floating Rate Income Fund position as of Q4 2021 after selling out during the quarter.
  • Gerber Kawasaki Wealth & Investment Management sold 1 Nuveen Floating Rate Income Fund share in Q4 2021, an estimated $1K.
  • Gerber Kawasaki Wealth & Investment Management first reported a position in Nuveen Floating Rate Income Fund in Q3 2021 and held it in 1 quarter.
  • Gerber Kawasaki Wealth & Investment Management's Nuveen Floating Rate Income Fund position peaked at $1K in Q3 2021.
  • 104 funds tracked by Wall St. Rank held Nuveen Floating Rate Income Fund as of Q4 2021.

Based on Gerber Kawasaki Wealth & Investment Management's 13F filing for Q4 2021, filed 11 Feb 2022.