World Investment Advisors’s Nuveen Floating Rate Income Fund JFR Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q4
– Sell
-20,615
Closed -$169K – 1514
2025
Q3
$169K Buy
+20,615
New +$174K ﹤0.01% 1186
2019
Q4
– Sell
-11,683
Closed -$114K – 172
2019
Q3
$114K Hold
11,683
– – 0.05% 148
2019
Q2
$114K Buy
+11,683
New +$115K 0.05% 138

Other funds holding JFR

World Investment Advisors's JFR Position: Q4 2025 in Review

World Investment Advisors sold out of Nuveen Floating Rate Income Fund (JFR) in Q4 2025, closing a stake of 20,615 shares — an estimated $169K sold.

World Investment Advisors first reported a position in JFR in Q2 2019 and held it in 3 quarters. The position peaked at $169K in Q3 2025. 188 funds tracked by Wall St. Rank hold JFR as of Q4 2025.

  • World Investment Advisors reported no remaining Nuveen Floating Rate Income Fund position as of Q4 2025 after selling out during the quarter.
  • World Investment Advisors sold 20,615 Nuveen Floating Rate Income Fund shares in Q4 2025, an estimated $169K.
  • World Investment Advisors first reported a position in Nuveen Floating Rate Income Fund in Q2 2019 and held it in 3 quarters.
  • World Investment Advisors's Nuveen Floating Rate Income Fund position peaked at $169K in Q3 2025.
  • 188 funds tracked by Wall St. Rank held Nuveen Floating Rate Income Fund as of Q4 2025.

Based on World Investment Advisors's 13F filing for Q4 2025, filed 4 Feb 2026.