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Wintrust Investments’s Nuveen Floating Rate Income Fund JFR Stock Holding History

Wintrust Investments’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
2024
Q4 		– Sell
-1,282
Closed -$11K – 479
2024
Q3 		$11K Sell
1,282
-15,360
-92% -$135K 0.01% 495
2024
Q2 		$144K Buy
16,642
+1,243
+8% +$10.8K 0.01% 459
2024
Q1 		$134K Buy
15,399
+443
+3% +$3.77K 0.01% 461
2023
Q4 		$123K Sell
14,956
-483
-3% -$3.86K 0.01% 442
2023
Q3 		$127K Buy
+15,439
New +$124K 0.01% 402

Other funds holding JFR

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
PCM
Penserra Capital Management Orinda, California $13B AUM 71.84% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return
CPC
Congress Park Capital Saratoga Springs, New York $370M AUM 26.01% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.56B AUM 35.09% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Wintrust Investments's JFR Position: Q4 2024 in Review

Wintrust Investments sold out of Nuveen Floating Rate Income Fund (JFR) in Q4 2024, closing a stake of 1,282 shares — an estimated $11K sold.

Wintrust Investments first reported a position in JFR in Q3 2023 and held it in 5 quarters. The position peaked at $144K in Q2 2024. 162 funds tracked by Wall St. Rank hold JFR as of Q4 2024.

  • Wintrust Investments reported no remaining Nuveen Floating Rate Income Fund position as of Q4 2024 after selling out during the quarter.
  • Wintrust Investments sold 1,282 Nuveen Floating Rate Income Fund shares in Q4 2024, an estimated $11K.
  • Wintrust Investments first reported a position in Nuveen Floating Rate Income Fund in Q3 2023 and held it in 5 quarters.
  • Wintrust Investments's Nuveen Floating Rate Income Fund position peaked at $144K in Q2 2024.
  • 162 funds tracked by Wall St. Rank held Nuveen Floating Rate Income Fund as of Q4 2024.

Based on Wintrust Investments's 13F filing for Q4 2024, filed 10 Feb 2025.