WealthPLAN Partners’s Nuveen Floating Rate Income Fund JFR Stock Holding History

WealthPLAN Partners’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	-1,150	Closed	-$13.2K	–	311
2017 Q1	$13.2K	Buy	+1,150	New	+$13.6K	0.05%	231
2016 Q3	$10K	Hold	910	–	–	﹤0.01%	600
2016 Q2	$9.41K	Buy	+910	New	+$9.38K	﹤0.01%	1771

Other funds holding JFR

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

RCA

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

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

PMG

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

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

EVM

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

WealthPLAN Partners's JFR Position: Q2 2017 in Review

WealthPLAN Partners sold out of Nuveen Floating Rate Income Fund (JFR) in Q2 2017, closing a stake of 1,150 shares — an estimated $13.2K sold.

WealthPLAN Partners first reported a position in JFR in Q2 2016 and held it in 3 quarters. The position peaked at $13.2K in Q1 2017. 73 funds tracked by Wall St. Rank hold JFR as of Q2 2017.

WealthPLAN Partners reported no remaining Nuveen Floating Rate Income Fund position as of Q2 2017 after selling out during the quarter.
WealthPLAN Partners sold 1,150 Nuveen Floating Rate Income Fund shares in Q2 2017, an estimated $13.2K.
WealthPLAN Partners first reported a position in Nuveen Floating Rate Income Fund in Q2 2016 and held it in 3 quarters.
WealthPLAN Partners's Nuveen Floating Rate Income Fund position peaked at $13.2K in Q1 2017.
73 funds tracked by Wall St. Rank held Nuveen Floating Rate Income Fund as of Q2 2017.

Based on WealthPLAN Partners's 13F filing for Q2 2017, filed 11 Aug 2017.