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IRON Financial’s Nuveen Floating Rate Income Fund JFR Stock Holding History

IRON Financial’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
2015
Q1 		– Sell
-9,335
Closed -$1.03K – 83
2014
Q4 		$1.03K Buy
+9,335
New +$103K 0.1% 74

Other funds holding JFR

Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
RCA
Restructuring Capital Associates Stamford, Connecticut $115M AUM 20.18% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
MIG
Mariner Investment Group Harrison, New York $346M AUM 25.25% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
TAM
Trust Asset Management Houston, Texas $1.61B AUM 29.06% 1-Year Est. Return

IRON Financial's JFR Position: Q1 2015 in Review

IRON Financial sold out of Nuveen Floating Rate Income Fund (JFR) in Q1 2015, closing a stake of 9,335 shares — an estimated $1.03K sold.

IRON Financial first reported a position in JFR in Q4 2014 and held it in 1 quarter. The position peaked at $1.03K in Q4 2014. 71 funds tracked by Wall St. Rank hold JFR as of Q1 2015.

  • IRON Financial reported no remaining Nuveen Floating Rate Income Fund position as of Q1 2015 after selling out during the quarter.
  • IRON Financial sold 9,335 Nuveen Floating Rate Income Fund shares in Q1 2015, an estimated $1.03K.
  • IRON Financial first reported a position in Nuveen Floating Rate Income Fund in Q4 2014 and held it in 1 quarter.
  • IRON Financial's Nuveen Floating Rate Income Fund position peaked at $1.03K in Q4 2014.
  • 71 funds tracked by Wall St. Rank held Nuveen Floating Rate Income Fund as of Q1 2015.

Based on IRON Financial's 13F filing for Q1 2015, filed 9 Apr 2015.