Pinnacle Financial Partners (Tennessee)’s Nuveen Floating Rate Income Fund JFR Stock Holding History

Pinnacle Financial Partners (Tennessee)’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	-1,280	Closed	-$10.5K	–	531
2023 Q3	$10.5K	Hold	1,280	–	–	﹤0.01%	489
2023 Q2	$10.1K	Hold	1,280	–	–	﹤0.01%	499
2023 Q1	$10.5K	Hold	1,280	–	–	﹤0.01%	491
2022 Q4	$10.1K	Hold	1,280	–	–	﹤0.01%	477
2022 Q3	$10K	Hold	1,280	–	–	﹤0.01%	477
2022 Q2	$11K	Hold	1,280	–	–	﹤0.01%	406
2022 Q1	$13K	Hold	1,280	–	–	﹤0.01%	418
2021 Q4	$13K	Hold	1,280	–	–	﹤0.01%	455
2021 Q3	$13K	Hold	1,280	–	–	﹤0.01%	453
2021 Q2	$13K	Hold	1,280	–	–	﹤0.01%	452
2021 Q1	$11K	Hold	1,280	–	–	﹤0.01%	408
2020 Q4	$11K	Hold	1,280	–	–	﹤0.01%	406
2020 Q3	$11K	Hold	1,280	–	–	﹤0.01%	400
2020 Q2	$10K	Hold	1,280	–	–	﹤0.01%	392
2020 Q1	$10K	Hold	1,280	–	–	﹤0.01%	387
2019 Q4	$13K	Buy	+1,280	New	+$12.3K	﹤0.01%	423
2019 Q2	–	Sell	-1,280	Closed	-$12K	–	413
2019 Q1	$12K	Buy	+1,280	New	+$12.5K	﹤0.01%	397
2018 Q4	–	Sell	-1,280	Closed	-$13K	–	371
2018 Q3	$13K	Hold	1,280	–	–	﹤0.01%	404
2018 Q2	$13K	Hold	1,280	–	–	﹤0.01%	374
2018 Q1	$14K	Buy	+1,280	New	+$14.1K	﹤0.01%	377

Other funds holding JFR

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

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

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

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

Pinnacle Financial Partners (Tennessee)'s JFR Position: Q4 2023 in Review

Pinnacle Financial Partners (Tennessee) sold out of Nuveen Floating Rate Income Fund (JFR) in Q4 2023, closing a stake of 1,280 shares — an estimated $10.5K sold.

Pinnacle Financial Partners (Tennessee) first reported a position in JFR in Q1 2018 and held it in 20 quarters. The position peaked at $14K in Q1 2018. 177 funds tracked by Wall St. Rank hold JFR as of Q4 2023.

Pinnacle Financial Partners (Tennessee) reported no remaining Nuveen Floating Rate Income Fund position as of Q4 2023 after selling out during the quarter.
Pinnacle Financial Partners (Tennessee) sold 1,280 Nuveen Floating Rate Income Fund shares in Q4 2023, an estimated $10.5K.
Pinnacle Financial Partners (Tennessee) first reported a position in Nuveen Floating Rate Income Fund in Q1 2018 and held it in 20 quarters.
Pinnacle Financial Partners (Tennessee)'s Nuveen Floating Rate Income Fund position peaked at $14K in Q1 2018.
177 funds tracked by Wall St. Rank held Nuveen Floating Rate Income Fund as of Q4 2023.

Based on Pinnacle Financial Partners (Tennessee)'s 13F filing for Q4 2023, filed 22 Jan 2024.