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McIlrath & Eck’s Nuveen Floating Rate Income Fund JFR Stock Holding History

McIlrath & Eck’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
2023
Q4 		– Sell
-1,625
Closed -$13.3K – 938
2023
Q3 		$13.3K Buy
+1,625
New +$13.1K ﹤0.01% 485

Other funds holding JFR

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
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
PCM
Penserra Capital Management Orinda, California $8.52B AUM 37.76% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

McIlrath & Eck's JFR Position: Q4 2023 in Review

McIlrath & Eck sold out of Nuveen Floating Rate Income Fund (JFR) in Q4 2023, closing a stake of 1,625 shares — an estimated $13.3K sold.

McIlrath & Eck first reported a position in JFR in Q3 2023 and held it in 1 quarter. The position peaked at $13.3K in Q3 2023. 177 funds tracked by Wall St. Rank hold JFR as of Q4 2023.

  • McIlrath & Eck reported no remaining Nuveen Floating Rate Income Fund position as of Q4 2023 after selling out during the quarter.
  • McIlrath & Eck sold 1,625 Nuveen Floating Rate Income Fund shares in Q4 2023, an estimated $13.3K.
  • McIlrath & Eck first reported a position in Nuveen Floating Rate Income Fund in Q3 2023 and held it in 1 quarter.
  • McIlrath & Eck's Nuveen Floating Rate Income Fund position peaked at $13.3K in Q3 2023.
  • 177 funds tracked by Wall St. Rank held Nuveen Floating Rate Income Fund as of Q4 2023.

Based on McIlrath & Eck's 13F filing for Q4 2023, filed 6 Feb 2024.