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

Liberty 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
2019
Q3 		– Sell
-1,048
Closed -$10K – 923
2019
Q2 		$10K Buy
+1,048
New +$10.3K 0.01% 525

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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
Invesco
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ISSM
Invesco Senior Secured Management New York $40.9M AUM 3.88% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
EVM
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Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Liberty Wealth Management's JFR Position: Q3 2019 in Review

Liberty Wealth Management sold out of Nuveen Floating Rate Income Fund (JFR) in Q3 2019, closing a stake of 1,048 shares — an estimated $10K sold.

Liberty Wealth Management first reported a position in JFR in Q2 2019 and held it in 1 quarter. The position peaked at $10K in Q2 2019. 96 funds tracked by Wall St. Rank hold JFR as of Q3 2019.

  • Liberty Wealth Management reported no remaining Nuveen Floating Rate Income Fund position as of Q3 2019 after selling out during the quarter.
  • Liberty Wealth Management sold 1,048 Nuveen Floating Rate Income Fund shares in Q3 2019, an estimated $10K.
  • Liberty Wealth Management first reported a position in Nuveen Floating Rate Income Fund in Q2 2019 and held it in 1 quarter.
  • Liberty Wealth Management's Nuveen Floating Rate Income Fund position peaked at $10K in Q2 2019.
  • 96 funds tracked by Wall St. Rank held Nuveen Floating Rate Income Fund as of Q3 2019.

Based on Liberty Wealth Management's 13F filing for Q3 2019, filed 30 Oct 2019.