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

JSF 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
2019
Q1 		– Sell
-15,068
Closed -$139K – 64
2018
Q4 		$139K Buy
+15,068
New +$148K 0.14% 56

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Bank of America
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JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
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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
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

JSF Financial's JFR Position: Q1 2019 in Review

JSF Financial sold out of Nuveen Floating Rate Income Fund (JFR) in Q1 2019, closing a stake of 15,068 shares — an estimated $139K sold.

JSF Financial first reported a position in JFR in Q4 2018 and held it in 1 quarter. The position peaked at $139K in Q4 2018. 100 funds tracked by Wall St. Rank hold JFR as of Q1 2019.

  • JSF Financial reported no remaining Nuveen Floating Rate Income Fund position as of Q1 2019 after selling out during the quarter.
  • JSF Financial sold 15,068 Nuveen Floating Rate Income Fund shares in Q1 2019, an estimated $139K.
  • JSF Financial first reported a position in Nuveen Floating Rate Income Fund in Q4 2018 and held it in 1 quarter.
  • JSF Financial's Nuveen Floating Rate Income Fund position peaked at $139K in Q4 2018.
  • 100 funds tracked by Wall St. Rank held Nuveen Floating Rate Income Fund as of Q1 2019.

Based on JSF Financial's 13F filing for Q1 2019, filed 27 Feb 2020.