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Hazlett, Burt & Watson’s Nuveen Floating Rate Income Fund JFR Stock Holding History

Hazlett, Burt & Watson’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
2025
Q1 		– Sell
-250
Closed -$2K – 817
2024
Q4 		$2K Buy
+250
New +$2.24K ﹤0.01% 704

Other funds holding JFR

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
MIG
Mariner Investment Group Harrison, New York $346M AUM 25.25% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
CPC
Congress Park Capital Saratoga Springs, New York $370M AUM 26.01% 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
CWP
Cyndeo Wealth Partners St. Petersburg, Florida $1.9B AUM 24.89% 1-Year Est. Return

Hazlett, Burt & Watson's JFR Position: Q1 2025 in Review

Hazlett, Burt & Watson sold out of Nuveen Floating Rate Income Fund (JFR) in Q1 2025, closing a stake of 250 shares — an estimated $2K sold.

Hazlett, Burt & Watson first reported a position in JFR in Q4 2024 and held it in 1 quarter. The position peaked at $2K in Q4 2024. 170 funds tracked by Wall St. Rank hold JFR as of Q1 2025.

  • Hazlett, Burt & Watson reported no remaining Nuveen Floating Rate Income Fund position as of Q1 2025 after selling out during the quarter.
  • Hazlett, Burt & Watson sold 250 Nuveen Floating Rate Income Fund shares in Q1 2025, an estimated $2K.
  • Hazlett, Burt & Watson first reported a position in Nuveen Floating Rate Income Fund in Q4 2024 and held it in 1 quarter.
  • Hazlett, Burt & Watson's Nuveen Floating Rate Income Fund position peaked at $2K in Q4 2024.
  • 170 funds tracked by Wall St. Rank held Nuveen Floating Rate Income Fund as of Q1 2025.

Based on Hazlett, Burt & Watson's 13F filing for Q1 2025, filed 5 May 2025.