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

Tiemann 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
-35,495
Closed -$363K – 173
2019
Q4 		$363K Sell
35,495
-1,843
-5% -$17.7K 0.25% 111
2019
Q3 		$363K Sell
37,338
-284
-0.8% -$2.75K 0.26% 106
2019
Q2 		$371K Buy
37,622
+50
+0.1% +$493 0.27% 107
2019
Q1 		$362K Sell
37,572
-1,719
-4% -$16.8K 0.28% 105
2018
Q4 		$363K Buy
39,291
+62
+0.2% +$610 0.32% 93
2018
Q3 		$408K Buy
39,229
+41
+0.1% +$423 0.31% 94
2018
Q2 		$410K Buy
39,188
+41
+0.1% +$442 0.33% 90
2018
Q1 		$426K Buy
39,147
+5,030
+15% +$55.4K 0.34% 86
2017
Q4 		$382K Buy
34,117
+356
+1% +$4.03K 0.3% 99
2017
Q3 		$395K Buy
33,761
+1,039
+3% +$12.2K 0.33% 90
2017
Q2 		$388K Buy
32,722
+1,789
+6% +$21.1K 0.35% 86
2017
Q1 		$356K Buy
30,933
+1,525
+5% +$18.1K 0.33% 94
2016
Q4 		$343K Buy
29,408
+50
+0.2% +$562 0.34% 93
2016
Q3 		$324K Buy
29,358
+38
+0.1% +$407 0.3% 109
2016
Q2 		$303K Sell
29,320
-638
-2% -$6.57K 0.28% 112
2016
Q1 		$302K Sell
29,958
-4,224
-12% -$40.8K 0.3% 109
2015
Q4 		$350K Buy
34,182
+49
+0.1% +$486 0.36% 87
2015
Q3 		$343K Buy
34,133
+35
+0.1% +$366 0.38% 84
2015
Q2 		$366K Buy
34,098
+31
+0.1% +$347 0.38% 82
2015
Q1 		$385K Sell
34,067
-1,229
-3% -$13.6K 0.4% 80
2014
Q4 		$388K Sell
35,296
-12,862
-27% -$142K 0.42% 75
2014
Q3 		$544K Sell
48,158
-4,904
-9% -$57.4K 0.61% 53
2014
Q2 		$642K Buy
53,062
+96
+0.2% +$1.13K 0.71% 45
2014
Q1 		$633K Buy
52,966
+62
+0.1% +$747 0.71% 43
2013
Q4 		$631K Buy
+52,904
New +$630K 0.75% 42

Other funds holding JFR

SCM
Saba Capital Management New York $3.62B AUM 13% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Morgan Stanley
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

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

Tiemann Investment Advisors sold out of Nuveen Floating Rate Income Fund (JFR) in Q1 2020, closing a stake of 35,495 shares — an estimated $363K sold.

Tiemann Investment Advisors first reported a position in JFR in Q4 2013 and held it in 25 quarters. The position peaked at $642K in Q2 2014. 95 funds tracked by Wall St. Rank hold JFR as of Q1 2020.

  • Tiemann Investment Advisors reported no remaining Nuveen Floating Rate Income Fund position as of Q1 2020 after selling out during the quarter.
  • Tiemann Investment Advisors sold 35,495 Nuveen Floating Rate Income Fund shares in Q1 2020, an estimated $363K.
  • Tiemann Investment Advisors first reported a position in Nuveen Floating Rate Income Fund in Q4 2013 and held it in 25 quarters.
  • Tiemann Investment Advisors's Nuveen Floating Rate Income Fund position peaked at $642K in Q2 2014.
  • 95 funds tracked by Wall St. Rank held Nuveen Floating Rate Income Fund as of Q1 2020.

Based on Tiemann Investment Advisors's 13F filing for Q1 2020, filed 15 May 2020.