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Lavaca Capital’s Nuveen Floating Rate Income Fund JFR Stock Holding History

Lavaca Capital’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
Q2 		– Sell
-4,789
Closed -$46K – 217
2019
Q1 		$46K Buy
+4,789
New +$46.8K 0.04% 155

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Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Bank of America
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Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
ISSM
Invesco Senior Secured Management New York $40.9M AUM 3.88% 1-Year Est. Return
Eaton Vance Management
Eaton Vance Management Boston, Massachusetts $67.5B AUM 11.44% 1-Year Est. Return

Lavaca Capital's JFR Position: Q2 2019 in Review

Lavaca Capital sold out of Nuveen Floating Rate Income Fund (JFR) in Q2 2019, closing a stake of 4,789 shares — an estimated $46K sold.

Lavaca Capital first reported a position in JFR in Q1 2019 and held it in 1 quarter. The position peaked at $46K in Q1 2019. 100 funds tracked by Wall St. Rank hold JFR as of Q2 2019.

  • Lavaca Capital reported no remaining Nuveen Floating Rate Income Fund position as of Q2 2019 after selling out during the quarter.
  • Lavaca Capital sold 4,789 Nuveen Floating Rate Income Fund shares in Q2 2019, an estimated $46K.
  • Lavaca Capital first reported a position in Nuveen Floating Rate Income Fund in Q1 2019 and held it in 1 quarter.
  • Lavaca Capital's Nuveen Floating Rate Income Fund position peaked at $46K in Q1 2019.
  • 100 funds tracked by Wall St. Rank held Nuveen Floating Rate Income Fund as of Q2 2019.

Based on Lavaca Capital's 13F filing for Q2 2019, filed 29 Jul 2019.