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

Parisi Gray 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
2019 Q2	–	Sell	-209	Closed	-$2K	–	279
2019 Q1	$2K	Hold	209	–	–	﹤0.01%	502
2018 Q4	$2K	Buy	+209	New	+$2.06K	﹤0.01%	536

Other funds holding JFR

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Parisi Gray Wealth Management's JFR Position: Q2 2019 in Review

Parisi Gray Wealth Management sold out of Nuveen Floating Rate Income Fund (JFR) in Q2 2019, closing a stake of 209 shares — an estimated $2K sold.

Parisi Gray Wealth Management first reported a position in JFR in Q4 2018 and held it in 2 quarters. The position peaked at $2K in Q1 2019. 100 funds tracked by Wall St. Rank hold JFR as of Q2 2019.

Parisi Gray Wealth Management reported no remaining Nuveen Floating Rate Income Fund position as of Q2 2019 after selling out during the quarter.
Parisi Gray Wealth Management sold 209 Nuveen Floating Rate Income Fund shares in Q2 2019, an estimated $2K.
Parisi Gray Wealth Management first reported a position in Nuveen Floating Rate Income Fund in Q4 2018 and held it in 2 quarters.
Parisi Gray Wealth Management's Nuveen Floating Rate Income Fund position peaked at $2K in Q1 2019.
100 funds tracked by Wall St. Rank held Nuveen Floating Rate Income Fund as of Q2 2019.

Based on Parisi Gray Wealth Management's 13F filing for Q2 2019, filed 19 Jul 2019.