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Kimelman & Baird’s Nuveen Floating Rate Income Fund JFR Stock Holding History

Kimelman & Baird’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
2025
Q4 		– Sell
-1,823
Closed -$14.9K – 281
2025
Q3 		$14.9K Hold
1,823
– – ﹤0.01% 228
2025
Q2 		$15.4K Hold
1,823
– – ﹤0.01% 245
2025
Q1 		$15.4K Hold
1,823
– – ﹤0.01% 242
2024
Q4 		$16.3K Hold
1,823
– – ﹤0.01% 243
2024
Q3 		$16.1K Hold
1,823
– – ﹤0.01% 247
2024
Q2 		$15.8K Buy
+1,823
New +$15.9K ﹤0.01% 250

Other funds holding JFR

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return
PCM
Penserra Capital Management Orinda, California $8.52B AUM 37.76% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
CPC
Congress Park Capital Saratoga Springs, New York $370M AUM 26.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
IA
Icon Advisers Greenwood Village, Colorado $433M AUM 40.01% 1-Year Est. Return

Kimelman & Baird's JFR Position: Q4 2025 in Review

Kimelman & Baird sold out of Nuveen Floating Rate Income Fund (JFR) in Q4 2025, closing a stake of 1,823 shares — an estimated $14.9K sold.

Kimelman & Baird first reported a position in JFR in Q2 2024 and held it in 6 quarters. The position peaked at $16.3K in Q4 2024. 188 funds tracked by Wall St. Rank hold JFR as of Q4 2025.

  • Kimelman & Baird reported no remaining Nuveen Floating Rate Income Fund position as of Q4 2025 after selling out during the quarter.
  • Kimelman & Baird sold 1,823 Nuveen Floating Rate Income Fund shares in Q4 2025, an estimated $14.9K.
  • Kimelman & Baird first reported a position in Nuveen Floating Rate Income Fund in Q2 2024 and held it in 6 quarters.
  • Kimelman & Baird's Nuveen Floating Rate Income Fund position peaked at $16.3K in Q4 2024.
  • 188 funds tracked by Wall St. Rank held Nuveen Floating Rate Income Fund as of Q4 2025.

Based on Kimelman & Baird's 13F filing for Q4 2025, filed 6 Feb 2026.