Pinnacle Wealth Advisors’s Nuveen Floating Rate Income Fund JFR Stock Holding History

Pinnacle Wealth Advisors’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 Q2	$13K	Buy	+1,280	New	+$12.4K	﹤0.01%	452

Other funds holding JFR

SCM

Saba Capital Management New York $3.62B AUM 13% 1-Year Est. Return

PCM

Penserra Capital Management Orinda, California $8.52B AUM 37.76% 1-Year Est. Return

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

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

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

Lindbrook Capital Calabasas, California $1.08B AUM 10.14% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 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

Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return

Pinnacle Wealth Advisors's JFR Position: Q2 2021 in Review

Pinnacle Wealth Advisors opened a new position in Nuveen Floating Rate Income Fund (JFR) in Q2 2021: 1,280 shares worth $13K. The stake represents ﹤0.01% of the portfolio and ranks #452 among its holdings.

105 funds tracked by Wall St. Rank hold JFR as of Q2 2021.

Pinnacle Wealth Advisors held 1,280 shares of Nuveen Floating Rate Income Fund worth $13K as of Q2 2021.
Nuveen Floating Rate Income Fund was a new Pinnacle Wealth Advisors position in Q2 2021.
Nuveen Floating Rate Income Fund made up ﹤0.01% of Pinnacle Wealth Advisors's portfolio in Q2 2021, its #452 holding.
105 funds tracked by Wall St. Rank held Nuveen Floating Rate Income Fund as of Q2 2021.

Based on Pinnacle Wealth Advisors's 13F filing for Q2 2021, filed 21 Jul 2021.