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

IFP 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
2024
Q4 		– Sell
-56
Closed -$494 – 4631
2024
Q3 		$494 Hold
56
– – ﹤0.01% 3152
2024
Q2 		$484 Hold
56
– – ﹤0.01% 3093
2024
Q1 		$489 Hold
56
– – ﹤0.01% 2982
2023
Q4 		$460 Sell
56
-1,596
-97% -$12.8K ﹤0.01% 2883
2023
Q3 		$13.6K Buy
+1,652
New +$13.3K ﹤0.01% 2125
2023
Q2 		– Sell
-2,500
Closed -$27.2K – 3511
2023
Q1 		$27.2K Buy
+2,500
New +$20.8K ﹤0.01% 1885
2019
Q1 		$140K Sell
14,704
-3,416
-19% -$33.4K 0.02% 577
2018
Q4 		$169K Sell
18,120
-92
-0.5% -$905 0.01% 934
2018
Q3 		$189K Sell
18,212
-7,054
-28% -$72.9K 0.01% 1112
2018
Q2 		$264K Buy
25,266
+13,092
+108% +$141K 0.01% 928
2018
Q1 		$136K Hold
12,174
– – 0.01% 1198
2017
Q4 		$136K Sell
12,174
-31,524
-72% -$357K 0.01% 1207
2017
Q3 		$512K Buy
43,698
+9,630
+28% +$113K 0.02% 684
2017
Q2 		$404K Buy
34,068
+11,858
+53% +$140K 0.02% 766
2017
Q1 		$256K Sell
22,210
-14,432
-39% -$171K 0.01% 995
2016
Q4 		$428K Buy
36,642
+357
+1% +$4.01K 0.02% 684
2016
Q3 		$400K Buy
36,285
+1,300
+4% +$13.9K 0.02% 653
2016
Q2 		$362K Buy
34,985
+20,281
+138% +$209K 0.02% 682
2016
Q1 		$140K Sell
14,704
-1,244
-8% -$12K 0.02% 577
2015
Q4 		$163K Buy
+15,948
New +$158K 0.01% 936

Other funds holding JFR

Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 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
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
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return

IFP Advisors's JFR Position: Q4 2024 in Review

IFP Advisors sold out of Nuveen Floating Rate Income Fund (JFR) in Q4 2024, closing a stake of 56 shares — an estimated $494 sold.

IFP Advisors first reported a position in JFR in Q4 2015 and held it in 20 quarters. The position peaked at $512K in Q3 2017. 161 funds tracked by Wall St. Rank hold JFR as of Q4 2024.

  • IFP Advisors reported no remaining Nuveen Floating Rate Income Fund position as of Q4 2024 after selling out during the quarter.
  • IFP Advisors sold 56 Nuveen Floating Rate Income Fund shares in Q4 2024, an estimated $494.
  • IFP Advisors first reported a position in Nuveen Floating Rate Income Fund in Q4 2015 and held it in 20 quarters.
  • IFP Advisors's Nuveen Floating Rate Income Fund position peaked at $512K in Q3 2017.
  • 161 funds tracked by Wall St. Rank held Nuveen Floating Rate Income Fund as of Q4 2024.

Based on IFP Advisors's 13F filing for Q4 2024, filed 4 Feb 2025.