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Klingman & Associates’s Nuveen Floating Rate Income Fund JFR Stock Holding History

Klingman & Associates’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 		– Sell
-20,143
Closed -$178K – 266
2024
Q3 		$178K Hold
20,143
– – 0.01% 262
2024
Q2 		$174K Hold
20,143
– – 0.01% 244
2024
Q1 		$176K Hold
20,143
– – 0.01% 233
2023
Q4 		$166K Hold
20,143
– – 0.01% 222
2023
Q3 		$165K Buy
+20,143
New +$162K 0.01% 216

Other funds holding JFR

Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Invesco
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
GC
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
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

Klingman & Associates's JFR Position: Q4 2024 in Review

Klingman & Associates sold out of Nuveen Floating Rate Income Fund (JFR) in Q4 2024, closing a stake of 20,143 shares — an estimated $178K sold.

Klingman & Associates first reported a position in JFR in Q3 2023 and held it in 5 quarters. The position peaked at $178K in Q3 2024. 161 funds tracked by Wall St. Rank hold JFR as of Q4 2024.

  • Klingman & Associates reported no remaining Nuveen Floating Rate Income Fund position as of Q4 2024 after selling out during the quarter.
  • Klingman & Associates sold 20,143 Nuveen Floating Rate Income Fund shares in Q4 2024, an estimated $178K.
  • Klingman & Associates first reported a position in Nuveen Floating Rate Income Fund in Q3 2023 and held it in 5 quarters.
  • Klingman & Associates's Nuveen Floating Rate Income Fund position peaked at $178K in Q3 2024.
  • 161 funds tracked by Wall St. Rank held Nuveen Floating Rate Income Fund as of Q4 2024.

Based on Klingman & Associates's 13F filing for Q4 2024, filed 31 Jan 2025.