JWM
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Jeppson Wealth Management’s Nuveen Floating Rate Income Fund JFR Stock Holding History

Jeppson Wealth Management’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
Q4 		– Sell
-450
Closed -$4K – 290
2020
Q3 		$4K Buy
+450
New +$3.67K ﹤0.01% 457

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LC
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ISSM
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EVM
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CIA
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Jeppson Wealth Management's JFR Position: Q4 2020 in Review

Jeppson Wealth Management sold out of Nuveen Floating Rate Income Fund (JFR) in Q4 2020, closing a stake of 450 shares — an estimated $4K sold.

Jeppson Wealth Management first reported a position in JFR in Q3 2020 and held it in 1 quarter. The position peaked at $4K in Q3 2020. 103 funds tracked by Wall St. Rank hold JFR as of Q4 2020.

  • Jeppson Wealth Management reported no remaining Nuveen Floating Rate Income Fund position as of Q4 2020 after selling out during the quarter.
  • Jeppson Wealth Management sold 450 Nuveen Floating Rate Income Fund shares in Q4 2020, an estimated $4K.
  • Jeppson Wealth Management first reported a position in Nuveen Floating Rate Income Fund in Q3 2020 and held it in 1 quarter.
  • Jeppson Wealth Management's Nuveen Floating Rate Income Fund position peaked at $4K in Q3 2020.
  • 103 funds tracked by Wall St. Rank held Nuveen Floating Rate Income Fund as of Q4 2020.

Based on Jeppson Wealth Management's 13F filing for Q4 2020, filed 5 Mar 2021.