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Powell Investment Advisors’s Nuveen Floating Rate Income Fund JFR Stock Holding History

Powell Investment 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
2020
Q1 		– Sell
-31,705
Closed -$325K – 123
2019
Q4 		$325K Buy
+31,705
New +$305K 0.34% 65

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Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LC
Lindbrook Capital Calabasas, California $1.08B AUM 10.14% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
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
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

Powell Investment Advisors's JFR Position: Q1 2020 in Review

Powell Investment Advisors sold out of Nuveen Floating Rate Income Fund (JFR) in Q1 2020, closing a stake of 31,705 shares — an estimated $325K sold.

Powell Investment Advisors first reported a position in JFR in Q4 2019 and held it in 1 quarter. The position peaked at $325K in Q4 2019. 95 funds tracked by Wall St. Rank hold JFR as of Q1 2020.

  • Powell Investment Advisors reported no remaining Nuveen Floating Rate Income Fund position as of Q1 2020 after selling out during the quarter.
  • Powell Investment Advisors sold 31,705 Nuveen Floating Rate Income Fund shares in Q1 2020, an estimated $325K.
  • Powell Investment Advisors first reported a position in Nuveen Floating Rate Income Fund in Q4 2019 and held it in 1 quarter.
  • Powell Investment Advisors's Nuveen Floating Rate Income Fund position peaked at $325K in Q4 2019.
  • 95 funds tracked by Wall St. Rank held Nuveen Floating Rate Income Fund as of Q1 2020.

Based on Powell Investment Advisors's 13F filing for Q1 2020, filed 12 May 2020.