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

Anchor 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
2019 Q4	–	Sell	-1,000	Closed	-$9.54K	–	850
2019 Q3	$9.54K	Hold	1,000	–	–	﹤0.01%	640
2019 Q2	$9.74K	Hold	1,000	–	–	﹤0.01%	634
2019 Q1	$9.59K	Hold	1,000	–	–	﹤0.01%	630
2018 Q4	$9.02K	Hold	1,000	–	–	﹤0.01%	631
2018 Q3	$10.3K	Hold	1,000	–	–	﹤0.01%	644
2018 Q2	$10.4K	Hold	1,000	–	–	﹤0.01%	648
2018 Q1	$10.9K	Hold	1,000	–	–	﹤0.01%	627
2017 Q4	$11.4K	Hold	1,000	–	–	﹤0.01%	621
2017 Q3	$11.8K	Hold	1,000	–	–	﹤0.01%	603
2017 Q2	$11.7K	Hold	1,000	–	–	﹤0.01%	545
2017 Q1	$11.8K	Hold	1,000	–	–	﹤0.01%	545
2016 Q4	$12.2K	Buy	+1,000	New	+$11.5K	﹤0.01%	520

Other funds holding JRO

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Lindbrook Capital Calabasas, California $1.08B AUM 10.14% 1-Year Est. Return

EVM

Eaton Vance Management Boston, Massachusetts $67.5B AUM 11.44% 1-Year Est. Return

Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

CIA

Capital Investment Advisors Atlanta, Georgia $6.84B AUM 17.28% 1-Year Est. Return

Matisse Capital Portland, Oregon $234M AUM 19.72% 1-Year Est. Return

Anchor Investment Management's JRO Position: Q4 2019 in Review

Anchor Investment Management sold out of Nuveen Floating Rate Income Opportunty Fund (JRO) in Q4 2019, closing a stake of 1,000 shares — an estimated $9.54K sold.

Anchor Investment Management first reported a position in JRO in Q4 2016 and held it in 12 quarters. The position peaked at $12.2K in Q4 2016. 90 funds tracked by Wall St. Rank hold JRO as of Q4 2019.

Anchor Investment Management reported no remaining Nuveen Floating Rate Income Opportunty Fund position as of Q4 2019 after selling out during the quarter.
Anchor Investment Management sold 1,000 Nuveen Floating Rate Income Opportunty Fund shares in Q4 2019, an estimated $9.54K.
Anchor Investment Management first reported a position in Nuveen Floating Rate Income Opportunty Fund in Q4 2016 and held it in 12 quarters.
Anchor Investment Management's Nuveen Floating Rate Income Opportunty Fund position peaked at $12.2K in Q4 2016.
90 funds tracked by Wall St. Rank held Nuveen Floating Rate Income Opportunty Fund as of Q4 2019.

Based on Anchor Investment Management's 13F filing for Q4 2019, filed 2 Jan 2024.