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MassMutual Private Wealth & Trust’s Nuveen Floating Rate Income Fund JFR Stock Holding History

MassMutual Private Wealth & Trust’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
2014
Q4 		– Sell
-2,500
Closed -$28.2K – 688
2014
Q3 		$28.2K Hold
2,500
– – 0.01% 417
2014
Q2 		$30.3K Buy
+2,500
New +$29.5K 0.01% 269

Other funds holding JFR

Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
RCA
Restructuring Capital Associates Stamford, Connecticut $115M AUM 20.18% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
MIG
Mariner Investment Group Harrison, New York $346M AUM 25.25% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return

MassMutual Private Wealth & Trust's JFR Position: Q4 2014 in Review

MassMutual Private Wealth & Trust sold out of Nuveen Floating Rate Income Fund (JFR) in Q4 2014, closing a stake of 2,500 shares — an estimated $28.2K sold.

MassMutual Private Wealth & Trust first reported a position in JFR in Q2 2014 and held it in 2 quarters. The position peaked at $30.3K in Q2 2014. 78 funds tracked by Wall St. Rank hold JFR as of Q4 2014.

  • MassMutual Private Wealth & Trust reported no remaining Nuveen Floating Rate Income Fund position as of Q4 2014 after selling out during the quarter.
  • MassMutual Private Wealth & Trust sold 2,500 Nuveen Floating Rate Income Fund shares in Q4 2014, an estimated $28.2K.
  • MassMutual Private Wealth & Trust first reported a position in Nuveen Floating Rate Income Fund in Q2 2014 and held it in 2 quarters.
  • MassMutual Private Wealth & Trust's Nuveen Floating Rate Income Fund position peaked at $30.3K in Q2 2014.
  • 78 funds tracked by Wall St. Rank held Nuveen Floating Rate Income Fund as of Q4 2014.

Based on MassMutual Private Wealth & Trust's 13F filing for Q4 2014, filed 5 Feb 2015.