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Romano Brothers & Co’s Nuveen Floating Rate Income Fund JFR Stock Holding History

Romano Brothers & Co’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
Q1 		– Sell
-1,000
Closed -$7.92K – 638
2022
Q4 		$7.92K Buy
+1,000
New +$8.16K ﹤0.01% 761

Other funds holding JFR

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
OCM
Oaktree Capital Management Los Angeles, California $6.56B AUM 42.97% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Romano Brothers & Co's JFR Position: Q1 2023 in Review

Romano Brothers & Co sold out of Nuveen Floating Rate Income Fund (JFR) in Q1 2023, closing a stake of 1,000 shares — an estimated $7.92K sold.

Romano Brothers & Co first reported a position in JFR in Q4 2022 and held it in 1 quarter. The position peaked at $7.92K in Q4 2022. 99 funds tracked by Wall St. Rank hold JFR as of Q1 2023.

  • Romano Brothers & Co reported no remaining Nuveen Floating Rate Income Fund position as of Q1 2023 after selling out during the quarter.
  • Romano Brothers & Co sold 1,000 Nuveen Floating Rate Income Fund shares in Q1 2023, an estimated $7.92K.
  • Romano Brothers & Co first reported a position in Nuveen Floating Rate Income Fund in Q4 2022 and held it in 1 quarter.
  • Romano Brothers & Co's Nuveen Floating Rate Income Fund position peaked at $7.92K in Q4 2022.
  • 99 funds tracked by Wall St. Rank held Nuveen Floating Rate Income Fund as of Q1 2023.

Based on Romano Brothers & Co's 13F filing for Q1 2023, filed 13 Apr 2023.