Signature Estate & Investment Advisors’s Nuveen Floating Rate Income Fund JFR Stock Holding History

Signature Estate & 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
2017 Q2	–	Sell	-9,837	Closed	-$113K	–	161
2017 Q1	$113K	Hold	9,837	–	–	0.01%	185
2016 Q4	$115K	Hold	9,837	–	–	0.02%	144
2016 Q3	$109K	Hold	9,837	–	–	0.02%	150
2016 Q2	$102K	Buy	+9,837	New	+$101K	0.02%	160

Other funds holding JFR

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

RCA

Restructuring Capital Associates Stamford, Connecticut $115M AUM 20.18% 1-Year Est. Return

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

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

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

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

PMG

Private Management Group Irvine, California $3.8B AUM 23.19% 1-Year Est. Return

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

EVM

Eaton Vance Management Boston, Massachusetts $67.5B AUM 11.44% 1-Year Est. Return

Signature Estate & Investment Advisors's JFR Position: Q2 2017 in Review

Signature Estate & Investment Advisors sold out of Nuveen Floating Rate Income Fund (JFR) in Q2 2017, closing a stake of 9,837 shares — an estimated $113K sold.

Signature Estate & Investment Advisors first reported a position in JFR in Q2 2016 and held it in 4 quarters. The position peaked at $115K in Q4 2016. 73 funds tracked by Wall St. Rank hold JFR as of Q2 2017.

Signature Estate & Investment Advisors reported no remaining Nuveen Floating Rate Income Fund position as of Q2 2017 after selling out during the quarter.
Signature Estate & Investment Advisors sold 9,837 Nuveen Floating Rate Income Fund shares in Q2 2017, an estimated $113K.
Signature Estate & Investment Advisors first reported a position in Nuveen Floating Rate Income Fund in Q2 2016 and held it in 4 quarters.
Signature Estate & Investment Advisors's Nuveen Floating Rate Income Fund position peaked at $115K in Q4 2016.
73 funds tracked by Wall St. Rank held Nuveen Floating Rate Income Fund as of Q2 2017.

Based on Signature Estate & Investment Advisors's 13F filing for Q2 2017, filed 14 Aug 2017.