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Nuveen Floating Rate Income Fund shares owned by Westbourne Investments

Quarter-by-quarter ownership of Nuveen Floating Rate Income Fund (JFR) shares owned by Westbourne Investments from 13F filings

Historical chart of Westbourne Investments investment in Nuveen Floating Rate Income Fund

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All positions including Nuveen Floating Rate Income Fund held by Westbourne Investments consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Nuveen Floating Rate Income Fund by Westbourne Investments

Quarter filed Position value Share count Share price at filing
2025-09-30 $92k 12k 7.90
2025-06-30 $118k 14k 8.47
2025-03-31 $110k 13k 8.47
2024-12-31 $107k 12k 8.92

More positions owned by Westbourne Investments

NVIDIA Corporation (NVDA)
Ge Aerospace Com New (GE)
Amazon (AMZN)
Microsoft Corporation (MSFT)
Alphabet Cap Stk Cl A (GOOGL)
Apple (AAPL)
Meta Platforms Cl A (META)
Spdr Series Trust Bloomberg 1-3 Mo (BIL)
Vertiv Holdings Com Cl A (VRT)
Dell Technologies CL C (DELL)
Micron Technology (MU)
Vistra Energy (VST)
UnitedHealth (UNH)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Spdr Gold Tr Gold Shs (GLD)

View all positions for Westbourne Investments

Top funds holding Nuveen Floating Rate Income Fund

Morgan Stanley
Sit Investment Associates
LPL Financial
Invesco
Congress Park Capital
Penserra Capital Management
Mariner Investment Group
Guggenheim Capital, LLC Managers
Cyndeo Wealth Partners
Advisors Asset Management
Raymond James Financial
Thomas J. Herzfeld Advisors
Royal Bank of Canada
UBS Group
Rockefeller Capital Management

View all funds holding Nuveen Floating Rate Income Fund