Kades & Cheifetz’s Nuveen Floating Rate Income Fund JFR Stock Holding History

Kades & Cheifetz’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 Q4	$1.87M	Sell	209,283 -7,677	-4%	-$68.7K	0.96%	32
2024 Q3	$1.91M	Buy	216,960 +7,664	+4%	+$67.4K	1.1%	25
2024 Q2	$1.81M	Sell	209,296 -8,509	-4%	-$74K	1.14%	25
2024 Q1	$1.9M	Buy	217,805 +7,143	+3%	+$60.7K	1.22%	23
2023 Q4	$1.73M	Sell	210,662 -905	-0.4%	-$7.23K	1.23%	23
2023 Q3	$1.74M	Buy	211,567 +11,303	+6%	+$91.1K	1.38%	22
2023 Q2	$1.58M	Buy	200,264 +1,807	+0.9%	+$14.5K	1.21%	23
2023 Q1	$1.63M	Sell	198,457 -871	-0.4%	-$7.26K	1.28%	21
2022 Q4	$1.58M	Buy	+199,328	New	+$1.63M	1.32%	21

Other funds holding JFR

Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

PCM

Penserra Capital Management Orinda, California $8.52B AUM 37.76% 1-Year Est. Return

Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return

CPC

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

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

AAM

Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return

Kades & Cheifetz's JFR Position: Q4 2024 in Review

Kades & Cheifetz reduced its Nuveen Floating Rate Income Fund (JFR) stake by 3.5% in Q4 2024, selling an estimated $68.7K and leaving 209,283 shares worth $1.87M. The position accounts for 0.96% of the portfolio, ranked #32.

Kades & Cheifetz first reported a position in JFR in Q4 2022 and has held it in 9 quarters since. The position peaked at $1.91M in Q3 2024. 161 funds tracked by Wall St. Rank hold JFR as of Q4 2024.

Kades & Cheifetz held 209,283 shares of Nuveen Floating Rate Income Fund worth $1.87M as of Q4 2024.
Kades & Cheifetz sold 7,677 Nuveen Floating Rate Income Fund shares in Q4 2024, an estimated $68.7K.
Nuveen Floating Rate Income Fund made up 0.96% of Kades & Cheifetz's portfolio in Q4 2024, its #32 holding.
Kades & Cheifetz first reported a position in Nuveen Floating Rate Income Fund in Q4 2022 and has held it in 9 quarters since.
Kades & Cheifetz's Nuveen Floating Rate Income Fund position peaked at $1.91M in Q3 2024.
161 funds tracked by Wall St. Rank held Nuveen Floating Rate Income Fund as of Q4 2024.

Based on Kades & Cheifetz's 13F filing for Q4 2024, filed 13 Jan 2025.