Thomas J. Herzfeld Advisors, Inc. JFR Holdings History
Thomas J. Herzfeld Advisors, Inc.'s Nuveen Floating Rate Income Fund Holding Summary
As of 2025-03-31, Thomas J. Herzfeld Advisors, Inc. held 1.17 Mil shares of Nuveen Floating Rate Income Fund(JFR), totaling $9.93 Mil. This investment constitutes 3.38% of their stock portfolio, and Thomas J. Herzfeld Advisors, Inc. now holds 0.87% of the outstanding Nuveen Floating Rate Income Fund(JFR) stock.
The initial trade took place in 2014Q2. And since then Thomas J. Herzfeld Advisors, Inc. has made 8 purchases of JFR, at an average price of $8.42, for a total of 1.46 Mil shares. In addition, there have been 5 sales at an average price of $9.03 for 286,947.00 shares. Based on historical transaction data and JFR's current price of $8.48, Thomas J. Herzfeld Advisors, Inc.'s estimated gain on his JFR holdings is $247,810.29, reflecting a 2.02% gain to date.
Thomas J. Herzfeld Advisors, Inc. JFR ($8.48) Holding Chart
Thomas J. Herzfeld Advisors, Inc. JFR ($8.48) Quarterly Buys and Sells
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
|---|---|---|---|---|
| Shares Bought | 0 | Average Price $-/Share | ||
| Shares Sold | 0 | Average Price $-/Share | ||
| Current Price $0.00 | Total Estimated Gain 0 % | |||
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