AP
JRO

Americana Partners’s Nuveen Floating Rate Income Opportunty Fund JRO Stock Holding History

Americana Partners’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
2020
Q1 		– Sell
-370
Closed -$3K – 592
2019
Q4 		$3K Buy
+370
New +$3.53K ﹤0.01% 537

Other funds holding JRO

SCM
Saba Capital Management New York $3.62B AUM 13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
LC
Lindbrook Capital Calabasas, California $1.08B AUM 10.14% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
EVM
Eaton Vance Management Boston, Massachusetts $67.5B AUM 11.44% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
CIA
Capital Investment Advisors Atlanta, Georgia $6.84B AUM 17.28% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Americana Partners's JRO Position: Q1 2020 in Review

Americana Partners sold out of Nuveen Floating Rate Income Opportunty Fund (JRO) in Q1 2020, closing a stake of 370 shares — an estimated $3K sold.

Americana Partners first reported a position in JRO in Q4 2019 and held it in 1 quarter. The position peaked at $3K in Q4 2019. 84 funds tracked by Wall St. Rank hold JRO as of Q1 2020.

  • Americana Partners reported no remaining Nuveen Floating Rate Income Opportunty Fund position as of Q1 2020 after selling out during the quarter.
  • Americana Partners sold 370 Nuveen Floating Rate Income Opportunty Fund shares in Q1 2020, an estimated $3K.
  • Americana Partners first reported a position in Nuveen Floating Rate Income Opportunty Fund in Q4 2019 and held it in 1 quarter.
  • Americana Partners's Nuveen Floating Rate Income Opportunty Fund position peaked at $3K in Q4 2019.
  • 84 funds tracked by Wall St. Rank held Nuveen Floating Rate Income Opportunty Fund as of Q1 2020.

Based on Americana Partners's 13F filing for Q1 2020, filed 12 May 2020.