InterOcean Capital Group’s Nuveen Floating Rate Income Fund JFR Stock Holding History

InterOcean Capital Group’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 Q1	$170K	Buy	+19,520	New	+$166K	﹤0.01%	464

Other funds holding JFR

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

PCM

Penserra Capital Management Orinda, California $13B AUM 71.84% 1-Year Est. Return

Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

CPC

Congress Park Capital Saratoga Springs, New York $370M AUM 26.01% 1-Year Est. Return

AAM

Advisors Asset Management Monument, Colorado $6.56B AUM 35.09% 1-Year Est. Return

InterOcean Capital Group's JFR Position: Q1 2024 in Review

InterOcean Capital Group opened a new position in Nuveen Floating Rate Income Fund (JFR) in Q1 2024: 19,520 shares worth $170K. The stake represents ﹤0.01% of the portfolio and ranks #464 among its holdings.

175 funds tracked by Wall St. Rank hold JFR as of Q1 2024.

InterOcean Capital Group held 19,520 shares of Nuveen Floating Rate Income Fund worth $170K as of Q1 2024.
Nuveen Floating Rate Income Fund was a new InterOcean Capital Group position in Q1 2024.
Nuveen Floating Rate Income Fund made up ﹤0.01% of InterOcean Capital Group's portfolio in Q1 2024, its #464 holding.
175 funds tracked by Wall St. Rank held Nuveen Floating Rate Income Fund as of Q1 2024.

Based on InterOcean Capital Group's 13F filing for Q1 2024, filed 13 May 2024.