United Capital Financial Advisors’s Nuveen Floating Rate Income Fund JFR Stock Holding History

United Capital Financial 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 Q4	–	Sell	-11,628	Closed	-$117K	–	1227
2021 Q3	$117K	Buy	+11,628	New	+$115K	﹤0.01%	1169
2020 Q3	–	Sell	-11,295	Closed	-$89K	–	1196
2020 Q2	$89K	Sell	11,295 -16,223	-59%	-$125K	﹤0.01%	1145
2020 Q1	$208K	Sell	27,518 -2,553	-8%	-$23.7K	﹤0.01%	1060
2019 Q4	$308K	Sell	30,071 -992	-3%	-$9.53K	﹤0.01%	1129
2019 Q3	$302K	Sell	31,063 -262	-0.8%	-$2.54K	﹤0.01%	1074
2019 Q2	$309K	Sell	31,325 -24,305	-44%	-$240K	﹤0.01%	1199
2019 Q1	$536K	Sell	55,630 -5,189	-9%	-$50.7K	﹤0.01%	960
2018 Q4	$561K	Sell	60,819 -90,696	-60%	-$892K	﹤0.01%	884
2018 Q3	$1.57M	Buy	151,515 +1,031	+0.7%	+$10.6K	0.01%	660
2018 Q2	$1.57M	Sell	150,484 -275	-0.2%	-$2.96K	0.01%	646
2018 Q1	$1.64M	Buy	150,759 +9,595	+7%	+$106K	0.01%	645
2017 Q4	$1.58M	Sell	141,164 -30,200	-18%	-$342K	0.01%	658
2017 Q3	$2.01M	Buy	171,364 +8,468	+5%	+$99.7K	0.02%	573
2017 Q2	$1.93M	Buy	162,896 +6,559	+4%	+$77.3K	0.02%	584
2017 Q1	$1.8M	Buy	156,337 +11,502	+8%	+$136K	0.02%	591
2016 Q4	$1.69M	Sell	144,835 -39,000	-21%	-$439K	0.02%	604
2016 Q3	$2.03M	Sell	183,835 -149,707	-45%	-$1.61M	0.02%	586
2016 Q2	$3.33M	Sell	333,542 -33,933	-9%	-$350K	0.03%	446
2016 Q1	$3.7M	Sell	367,475 -94,564	-20%	-$914K	0.04%	402
2015 Q4	$4.73M	Sell	462,039 -125,015	-21%	-$1.24M	0.05%	342
2015 Q3	$5.9M	Buy	587,054 +60,373	+11%	+$632K	0.07%	285
2015 Q2	$5.66M	Buy	526,681 +77,121	+17%	+$864K	0.07%	322
2015 Q1	$5.12M	Buy	449,560 +83,732	+23%	+$926K	0.06%	328
2014 Q4	$4.02M	Sell	365,828 -76,628	-17%	-$844K	0.06%	294
2014 Q3	$5M	Buy	442,456 +5,249	+1%	+$61.4K	0.09%	255
2014 Q2	$5.29M	Buy	437,207 +168,976	+63%	+$1.99M	0.1%	229
2014 Q1	$3.21M	Buy	268,231 +93,603	+54%	+$1.13M	0.07%	282
2013 Q4	$2.08M	Buy	174,628 +1,802	+1%	+$21.5K	0.07%	236
2013 Q3	$2.07M	Buy	172,826 +33,583	+24%	+$411K	0.07%	247
2013 Q2	$6.71M	Buy	+139,243	New	+$1.8M	0.18%	143

Other funds holding JFR

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

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

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

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

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

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

CIA

Capital Investment Advisors Atlanta, Georgia $6.84B AUM 17.28% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

United Capital Financial Advisors's JFR Position: Q4 2021 in Review

United Capital Financial Advisors sold out of Nuveen Floating Rate Income Fund (JFR) in Q4 2021, closing a stake of 11,628 shares — an estimated $117K sold.

United Capital Financial Advisors first reported a position in JFR in Q2 2013 and held it in 30 quarters. The position peaked at $6.71M in Q2 2013. 104 funds tracked by Wall St. Rank hold JFR as of Q4 2021.

United Capital Financial Advisors reported no remaining Nuveen Floating Rate Income Fund position as of Q4 2021 after selling out during the quarter.
United Capital Financial Advisors sold 11,628 Nuveen Floating Rate Income Fund shares in Q4 2021, an estimated $117K.
United Capital Financial Advisors first reported a position in Nuveen Floating Rate Income Fund in Q2 2013 and held it in 30 quarters.
United Capital Financial Advisors's Nuveen Floating Rate Income Fund position peaked at $6.71M in Q2 2013.
104 funds tracked by Wall St. Rank held Nuveen Floating Rate Income Fund as of Q4 2021.

Based on United Capital Financial Advisors's 13F filing for Q4 2021, filed 14 Feb 2022.