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

IPG Investment 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
2018
Q1 		– Sell
-2,607
Closed -$29.2K – 158
2017
Q4 		$29.2K Buy
+2,607
New +$29.5K 0.01% 146

Other funds holding JFR

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
RCA
Restructuring Capital Associates Stamford, Connecticut $115M AUM 20.18% 1-Year Est. Return
LCM
Laurion Capital Management New York $2.29B AUM 75.73% 1-Year Est. Return
EVM
Eaton Vance Management Boston, Massachusetts $67.5B AUM 11.44% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return

IPG Investment Advisors's JFR Position: Q1 2018 in Review

IPG Investment Advisors sold out of Nuveen Floating Rate Income Fund (JFR) in Q1 2018, closing a stake of 2,607 shares — an estimated $29.2K sold.

IPG Investment Advisors first reported a position in JFR in Q4 2017 and held it in 1 quarter. The position peaked at $29.2K in Q4 2017. 88 funds tracked by Wall St. Rank hold JFR as of Q1 2018.

  • IPG Investment Advisors reported no remaining Nuveen Floating Rate Income Fund position as of Q1 2018 after selling out during the quarter.
  • IPG Investment Advisors sold 2,607 Nuveen Floating Rate Income Fund shares in Q1 2018, an estimated $29.2K.
  • IPG Investment Advisors first reported a position in Nuveen Floating Rate Income Fund in Q4 2017 and held it in 1 quarter.
  • IPG Investment Advisors's Nuveen Floating Rate Income Fund position peaked at $29.2K in Q4 2017.
  • 88 funds tracked by Wall St. Rank held Nuveen Floating Rate Income Fund as of Q1 2018.

Based on IPG Investment Advisors's 13F filing for Q1 2018, filed 11 May 2018.