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V Wealth Advisors’s Nuveen Floating Rate Income Fund JFR Stock Holding History

V Wealth 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
Q3 		– Sell
-750
Closed -$9K – 465
2017
Q2 		$9K Buy
+750
New +$8.84K ﹤0.01% 589

Other funds holding JFR

Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
RCA
Restructuring Capital Associates Stamford, Connecticut $115M AUM 20.18% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
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
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return

V Wealth Advisors's JFR Position: Q3 2017 in Review

V Wealth Advisors sold out of Nuveen Floating Rate Income Fund (JFR) in Q3 2017, closing a stake of 750 shares — an estimated $9K sold.

V Wealth Advisors first reported a position in JFR in Q2 2017 and held it in 1 quarter. The position peaked at $9K in Q2 2017. 73 funds tracked by Wall St. Rank hold JFR as of Q3 2017.

  • V Wealth Advisors reported no remaining Nuveen Floating Rate Income Fund position as of Q3 2017 after selling out during the quarter.
  • V Wealth Advisors sold 750 Nuveen Floating Rate Income Fund shares in Q3 2017, an estimated $9K.
  • V Wealth Advisors first reported a position in Nuveen Floating Rate Income Fund in Q2 2017 and held it in 1 quarter.
  • V Wealth Advisors's Nuveen Floating Rate Income Fund position peaked at $9K in Q2 2017.
  • 73 funds tracked by Wall St. Rank held Nuveen Floating Rate Income Fund as of Q3 2017.

Based on V Wealth Advisors's 13F filing for Q3 2017, filed 12 Oct 2017.