Macroview Investment Management’s Nuveen Floating Rate Income Fund JFR Stock Holding History

Macroview Investment 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
2024 Q2	–	Sell	-700	Closed	-$6.11K	–	645
2024 Q1	$6.11K	Buy	+700	New	+$5.95K	0.01%	372
2014 Q2	–	Sell	-963	Closed	-$12K	–	218
2014 Q1	$12K	Hold	963	–	–	0.02%	99
2013 Q4	$11K	Hold	963	–	–	0.02%	99
2013 Q3	$12K	Hold	963	–	–	0.02%	95
2013 Q2	$12K	Buy	+963	New	+$12.4K	0.01%	70

Other funds holding JFR

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Macroview Investment Management's JFR Position: Q2 2024 in Review

Macroview Investment Management sold out of Nuveen Floating Rate Income Fund (JFR) in Q2 2024, closing a stake of 700 shares — an estimated $6.11K sold.

Macroview Investment Management first reported a position in JFR in Q2 2013 and held it in 5 quarters. The position peaked at $12K in Q1 2014. 170 funds tracked by Wall St. Rank hold JFR as of Q2 2024.

Macroview Investment Management reported no remaining Nuveen Floating Rate Income Fund position as of Q2 2024 after selling out during the quarter.
Macroview Investment Management sold 700 Nuveen Floating Rate Income Fund shares in Q2 2024, an estimated $6.11K.
Macroview Investment Management first reported a position in Nuveen Floating Rate Income Fund in Q2 2013 and held it in 5 quarters.
Macroview Investment Management's Nuveen Floating Rate Income Fund position peaked at $12K in Q1 2014.
170 funds tracked by Wall St. Rank held Nuveen Floating Rate Income Fund as of Q2 2024.

Based on Macroview Investment Management's 13F filing for Q2 2024, filed 23 Jul 2024.