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Independent Advisor Alliance’s Nuveen Floating Rate Income Fund JFR Stock Holding History

Independent Advisor Alliance’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
2020
Q1 		– Sell
-16,184
Closed -$166K – 655
2019
Q4 		$166K Buy
+16,184
New +$156K 0.01% 840
2017
Q2 		– Sell
-19,298
Closed -$221K – 329
2017
Q1 		$221K Buy
+19,298
New +$228K 0.04% 357

Other funds holding JFR

SCM
Saba Capital Management New York $3.62B AUM 13% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LC
Lindbrook Capital Calabasas, California $1.08B AUM 10.14% 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
PCM
Penserra Capital Management Orinda, California $8.52B AUM 37.76% 1-Year Est. Return
ISSM
Invesco Senior Secured Management New York $40.9M AUM 3.88% 1-Year Est. Return
EVM
Eaton Vance Management Boston, Massachusetts $67.5B AUM 11.44% 1-Year Est. Return

Independent Advisor Alliance's JFR Position: Q1 2020 in Review

Independent Advisor Alliance sold out of Nuveen Floating Rate Income Fund (JFR) in Q1 2020, closing a stake of 16,184 shares — an estimated $166K sold.

Independent Advisor Alliance first reported a position in JFR in Q1 2017 and held it in 2 quarters. The position peaked at $221K in Q1 2017. 95 funds tracked by Wall St. Rank hold JFR as of Q1 2020.

  • Independent Advisor Alliance reported no remaining Nuveen Floating Rate Income Fund position as of Q1 2020 after selling out during the quarter.
  • Independent Advisor Alliance sold 16,184 Nuveen Floating Rate Income Fund shares in Q1 2020, an estimated $166K.
  • Independent Advisor Alliance first reported a position in Nuveen Floating Rate Income Fund in Q1 2017 and held it in 2 quarters.
  • Independent Advisor Alliance's Nuveen Floating Rate Income Fund position peaked at $221K in Q1 2017.
  • 95 funds tracked by Wall St. Rank held Nuveen Floating Rate Income Fund as of Q1 2020.

Based on Independent Advisor Alliance's 13F filing for Q1 2020, filed 14 May 2020.