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WealthTrust-Arizona’s Nuveen Floating Rate Income Fund JFR Stock Holding History

WealthTrust-Arizona’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
2014
Q1 		– Sell
-1,700
Closed -$20K – 707
2013
Q4 		$20K Buy
+1,700
New +$20.2K 0.02% 270

Other funds holding JFR

Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
RCA
Restructuring Capital Associates Stamford, Connecticut $115M AUM 20.18% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
NCM
Newgate Capital Management Greenwich, Connecticut $121M AUM 3.73% 1-Year Est. Return
U
UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

WealthTrust-Arizona's JFR Position: Q1 2014 in Review

WealthTrust-Arizona sold out of Nuveen Floating Rate Income Fund (JFR) in Q1 2014, closing a stake of 1,700 shares — an estimated $20K sold.

WealthTrust-Arizona first reported a position in JFR in Q4 2013 and held it in 1 quarter. The position peaked at $20K in Q4 2013. 72 funds tracked by Wall St. Rank hold JFR as of Q1 2014.

  • WealthTrust-Arizona reported no remaining Nuveen Floating Rate Income Fund position as of Q1 2014 after selling out during the quarter.
  • WealthTrust-Arizona sold 1,700 Nuveen Floating Rate Income Fund shares in Q1 2014, an estimated $20K.
  • WealthTrust-Arizona first reported a position in Nuveen Floating Rate Income Fund in Q4 2013 and held it in 1 quarter.
  • WealthTrust-Arizona's Nuveen Floating Rate Income Fund position peaked at $20K in Q4 2013.
  • 72 funds tracked by Wall St. Rank held Nuveen Floating Rate Income Fund as of Q1 2014.

Based on WealthTrust-Arizona's 13F filing for Q1 2014, filed 23 Apr 2014.