AIM
JRO

Advantage Investment Management’s Nuveen Floating Rate Income Opportunty Fund JRO Stock Holding History

Advantage Investment Management’s Portfolio JRO Stock Details JRO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q1 		– Sell
-100
Closed -$1K – 1110
2017
Q4 		$1K Hold
100
– – ﹤0.01% 993
2017
Q3 		$1K Hold
100
– – ﹤0.01% 1018
2017
Q2 		$1K Hold
100
– – ﹤0.01% 1071
2017
Q1 		$1K Buy
+100
New +$1.22K ﹤0.01% 964

Other funds holding JRO

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
EVM
Eaton Vance Management Boston, Massachusetts $67.5B AUM 11.44% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
LCM
Laurion Capital Management New York $2.29B AUM 75.73% 1-Year Est. Return
FFS
Founders Financial Securities Towson, Maryland $1.77B AUM 17.63% 1-Year Est. Return

Advantage Investment Management's JRO Position: Q1 2018 in Review

Advantage Investment Management sold out of Nuveen Floating Rate Income Opportunty Fund (JRO) in Q1 2018, closing a stake of 100 shares — an estimated $1K sold.

Advantage Investment Management first reported a position in JRO in Q1 2017 and held it in 4 quarters. The position peaked at $1K in Q4 2017. 74 funds tracked by Wall St. Rank hold JRO as of Q1 2018.

  • Advantage Investment Management reported no remaining Nuveen Floating Rate Income Opportunty Fund position as of Q1 2018 after selling out during the quarter.
  • Advantage Investment Management sold 100 Nuveen Floating Rate Income Opportunty Fund shares in Q1 2018, an estimated $1K.
  • Advantage Investment Management first reported a position in Nuveen Floating Rate Income Opportunty Fund in Q1 2017 and held it in 4 quarters.
  • Advantage Investment Management's Nuveen Floating Rate Income Opportunty Fund position peaked at $1K in Q4 2017.
  • 74 funds tracked by Wall St. Rank held Nuveen Floating Rate Income Opportunty Fund as of Q1 2018.

Based on Advantage Investment Management's 13F filing for Q1 2018, filed 15 May 2018.