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Newbridge Financial Services Group’s Nuveen Floating Rate Income Fund JFR Stock Holding History

Newbridge Financial Services Group’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
2021
Q3 		– Sell
-98
Closed -$1K – 1500
2021
Q2 		$1K Buy
+98
New +$950 ﹤0.01% 1362

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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
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
RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return
ISSM
Invesco Senior Secured Management New York $40.9M AUM 3.88% 1-Year Est. Return
CIA
Capital Investment Advisors Atlanta, Georgia $6.84B AUM 17.28% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return

Newbridge Financial Services Group's JFR Position: Q3 2021 in Review

Newbridge Financial Services Group sold out of Nuveen Floating Rate Income Fund (JFR) in Q3 2021, closing a stake of 98 shares — an estimated $1K sold.

Newbridge Financial Services Group first reported a position in JFR in Q2 2021 and held it in 1 quarter. The position peaked at $1K in Q2 2021. 102 funds tracked by Wall St. Rank hold JFR as of Q3 2021.

  • Newbridge Financial Services Group reported no remaining Nuveen Floating Rate Income Fund position as of Q3 2021 after selling out during the quarter.
  • Newbridge Financial Services Group sold 98 Nuveen Floating Rate Income Fund shares in Q3 2021, an estimated $1K.
  • Newbridge Financial Services Group first reported a position in Nuveen Floating Rate Income Fund in Q2 2021 and held it in 1 quarter.
  • Newbridge Financial Services Group's Nuveen Floating Rate Income Fund position peaked at $1K in Q2 2021.
  • 102 funds tracked by Wall St. Rank held Nuveen Floating Rate Income Fund as of Q3 2021.

Based on Newbridge Financial Services Group's 13F filing for Q3 2021, filed 27 Oct 2021.