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Money Concepts Capital’s Nuveen Floating Rate Income Fund JFR Stock Holding History

Money Concepts Capital’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
Q1 		– Sell
-14,762
Closed -$117K – 1759
2022
Q4 		$117K Buy
+14,762
New +$121K 0.01% 905

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Invesco
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GC
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OCM
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Bank of America
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Royal Bank of Canada
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UBS Group
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Money Concepts Capital's JFR Position: Q1 2023 in Review

Money Concepts Capital sold out of Nuveen Floating Rate Income Fund (JFR) in Q1 2023, closing a stake of 14,762 shares — an estimated $117K sold.

Money Concepts Capital first reported a position in JFR in Q4 2022 and held it in 1 quarter. The position peaked at $117K in Q4 2022. 99 funds tracked by Wall St. Rank hold JFR as of Q1 2023.

  • Money Concepts Capital reported no remaining Nuveen Floating Rate Income Fund position as of Q1 2023 after selling out during the quarter.
  • Money Concepts Capital sold 14,762 Nuveen Floating Rate Income Fund shares in Q1 2023, an estimated $117K.
  • Money Concepts Capital first reported a position in Nuveen Floating Rate Income Fund in Q4 2022 and held it in 1 quarter.
  • Money Concepts Capital's Nuveen Floating Rate Income Fund position peaked at $117K in Q4 2022.
  • 99 funds tracked by Wall St. Rank held Nuveen Floating Rate Income Fund as of Q1 2023.

Based on Money Concepts Capital's 13F filing for Q1 2023, filed 1 May 2023.