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IBEX Wealth Advisors’s Nuveen Floating Rate Income Fund JFR Stock Holding History

IBEX Wealth Advisors’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
2019
Q3 		– Sell
-1,095
Closed -$10K – 240
2019
Q2 		$10K Buy
+1,095
New +$10.8K ﹤0.01% 324

Other funds holding JFR

UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
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
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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
ISSM
Invesco Senior Secured Management New York $40.9M AUM 3.88% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
EVM
Eaton Vance Management Boston, Massachusetts $67.5B AUM 11.44% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

IBEX Wealth Advisors's JFR Position: Q3 2019 in Review

IBEX Wealth Advisors sold out of Nuveen Floating Rate Income Fund (JFR) in Q3 2019, closing a stake of 1,095 shares — an estimated $10K sold.

IBEX Wealth Advisors first reported a position in JFR in Q2 2019 and held it in 1 quarter. The position peaked at $10K in Q2 2019. 96 funds tracked by Wall St. Rank hold JFR as of Q3 2019.

  • IBEX Wealth Advisors reported no remaining Nuveen Floating Rate Income Fund position as of Q3 2019 after selling out during the quarter.
  • IBEX Wealth Advisors sold 1,095 Nuveen Floating Rate Income Fund shares in Q3 2019, an estimated $10K.
  • IBEX Wealth Advisors first reported a position in Nuveen Floating Rate Income Fund in Q2 2019 and held it in 1 quarter.
  • IBEX Wealth Advisors's Nuveen Floating Rate Income Fund position peaked at $10K in Q2 2019.
  • 96 funds tracked by Wall St. Rank held Nuveen Floating Rate Income Fund as of Q3 2019.

Based on IBEX Wealth Advisors's 13F filing for Q3 2019, filed 12 Nov 2019.