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

MBE 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
2020
Q2 		– Sell
-5,265
Closed -$39K – 293
2020
Q1 		$39K Buy
+5,265
New +$48.8K 0.04% 145

Other funds holding JFR

SCM
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Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
LC
Lindbrook Capital Calabasas, California $1.08B AUM 10.14% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
PCM
Penserra Capital Management Orinda, California $8.52B AUM 37.76% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
OCM
Oaktree Capital Management Los Angeles, California $6.56B AUM 42.97% 1-Year Est. Return
ISSM
Invesco Senior Secured Management New York $40.9M AUM 3.88% 1-Year Est. Return
EVM
Eaton Vance Management Boston, Massachusetts $67.5B AUM 11.44% 1-Year Est. Return

MBE Wealth Management's JFR Position: Q2 2020 in Review

MBE Wealth Management sold out of Nuveen Floating Rate Income Fund (JFR) in Q2 2020, closing a stake of 5,265 shares — an estimated $39K sold.

MBE Wealth Management first reported a position in JFR in Q1 2020 and held it in 1 quarter. The position peaked at $39K in Q1 2020. 90 funds tracked by Wall St. Rank hold JFR as of Q2 2020.

  • MBE Wealth Management reported no remaining Nuveen Floating Rate Income Fund position as of Q2 2020 after selling out during the quarter.
  • MBE Wealth Management sold 5,265 Nuveen Floating Rate Income Fund shares in Q2 2020, an estimated $39K.
  • MBE Wealth Management first reported a position in Nuveen Floating Rate Income Fund in Q1 2020 and held it in 1 quarter.
  • MBE Wealth Management's Nuveen Floating Rate Income Fund position peaked at $39K in Q1 2020.
  • 90 funds tracked by Wall St. Rank held Nuveen Floating Rate Income Fund as of Q2 2020.

Based on MBE Wealth Management's 13F filing for Q2 2020, filed 14 Aug 2020.