SIC
JFR icon

Samalin Investment Counsel’s Nuveen Floating Rate Income Fund JFR Stock Holding History

Samalin Investment Counsel’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
2026
Q2 		– Sell
-10,328
Closed -$77.7K – 346
2026
Q1 		$77.7K Buy
10,328
+206
+2% +$1.58K 0.03% 314
2025
Q4 		$79.3K Sell
10,122
-12,163
-55% -$96K 0.03% 307
2025
Q3 		$182K Buy
+22,285
New +$188K 0.06% 304
2025
Q2 		– Sell
-21,046
Closed -$178K – 312
2025
Q1 		$178K Buy
21,046
+6,891
+49% +$59.1K 0.07% 298
2024
Q4 		$126K Buy
14,155
+527
+4% +$4.72K 0.05% 279
2024
Q3 		$120K Buy
13,628
+1,370
+11% +$12K 0.05% 274
2024
Q2 		$106K Buy
12,258
+353
+3% +$3.07K 0.05% 267
2024
Q1 		$104K Buy
+11,905
New +$101K 0.05% 270
2023
Q4 		– Sell
-27,817
Closed -$228K – 279
2023
Q3 		$228K Sell
27,817
-12,821
-32% -$103K 0.13% 223
2023
Q2 		$321K Sell
40,638
-9,703
-19% -$78K 0.17% 160
2023
Q1 		$413K Sell
50,341
-11,173
-18% -$93.1K 0.25% 121
2022
Q4 		$487K Buy
61,514
+1,264
+2% +$10.3K 0.31% 100
2022
Q3 		$489K Buy
60,250
+64
+0.1% +$550 0.36% 85
2022
Q2 		$502K Buy
60,186
+6,706
+13% +$60.8K 0.35% 80
2022
Q1 		$535K Buy
53,480
+4,322
+9% +$43.4K 0.32% 88
2021
Q4 		$500K Sell
49,158
-1,904
-4% -$19.4K 0.3% 95
2021
Q3 		$514K Buy
51,062
+178
+0.3% +$1.76K 0.33% 93
2021
Q2 		$510K Sell
50,884
-15,420
-23% -$149K 0.33% 100
2021
Q1 		$640K Buy
66,304
+551
+0.8% +$5.16K 0.43% 72
2020
Q4 		$575K Buy
65,753
+4,296
+7% +$36.2K 0.43% 63
2020
Q3 		$511K Sell
61,457
-1,477
-2% -$12K 0.46% 62
2020
Q2 		$497K Buy
62,934
+10,671
+20% +$82.3K 0.52% 55
2020
Q1 		$394K Sell
52,263
-3,988
-7% -$37K 0.53% 58
2019
Q4 		$576K Buy
+56,251
New +$541K 0.48% 49

Other funds holding JFR

CPC
Congress Park Capital Saratoga Springs, New York $370M AUM 26.01% 1-Year Est. Return
CWP
Cyndeo Wealth Partners St. Petersburg, Florida $2.12B AUM 24.61% 1-Year Est. Return
JWCA
J.W. Cole Advisors Tampa, Florida $5.83B AUM 32.38% 1-Year Est. Return
IAIM
International Assets Investment Management Orlando, Florida $1.67B AUM 28.26% 1-Year Est. Return
AW
Atlas Wealth Cincinnati, Ohio $701M AUM 15.28% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
RA
RFG Advisory Birmingham, Alabama $6.4B AUM 19.93% 1-Year Est. Return
KA
Kovack Advisors Ft. Lauderdale, Florida $2.08B AUM 38.95% 1-Year Est. Return
HC
Hourglass Capital Houston, Texas $508M AUM 32.5% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Samalin Investment Counsel's JFR Position: Q2 2026 in Review

Samalin Investment Counsel sold out of Nuveen Floating Rate Income Fund (JFR) in Q2 2026, closing a stake of 10,328 shares — an estimated $77.7K sold.

Samalin Investment Counsel first reported a position in JFR in Q4 2019 and held it in 24 quarters. The position peaked at $640K in Q1 2021. 60 funds tracked by Wall St. Rank hold JFR as of Q2 2026.

  • Samalin Investment Counsel reported no remaining Nuveen Floating Rate Income Fund position as of Q2 2026 after selling out during the quarter.
  • Samalin Investment Counsel sold 10,328 Nuveen Floating Rate Income Fund shares in Q2 2026, an estimated $77.7K.
  • Samalin Investment Counsel first reported a position in Nuveen Floating Rate Income Fund in Q4 2019 and held it in 24 quarters.
  • Samalin Investment Counsel's Nuveen Floating Rate Income Fund position peaked at $640K in Q1 2021.
  • 60 funds tracked by Wall St. Rank held Nuveen Floating Rate Income Fund as of Q2 2026.

Based on Samalin Investment Counsel's 13F filing for Q2 2026, filed 27 Jul 2026.