AC
JRO

Aristides Capital’s Nuveen Floating Rate Income Opportunty Fund JRO Stock Holding History

Aristides Capital’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
2022
Q1 		– Sell
-15,178
Closed -$154K – 337
2021
Q4 		$154K Buy
+15,178
New +$152K 0.07% 220

Other funds holding JRO

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
EVM
Eaton Vance Management Boston, Massachusetts $67.5B AUM 11.44% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Aristides Capital's JRO Position: Q1 2022 in Review

Aristides Capital sold out of Nuveen Floating Rate Income Opportunty Fund (JRO) in Q1 2022, closing a stake of 15,178 shares — an estimated $154K sold.

Aristides Capital first reported a position in JRO in Q4 2021 and held it in 1 quarter. The position peaked at $154K in Q4 2021. 75 funds tracked by Wall St. Rank hold JRO as of Q1 2022.

  • Aristides Capital reported no remaining Nuveen Floating Rate Income Opportunty Fund position as of Q1 2022 after selling out during the quarter.
  • Aristides Capital sold 15,178 Nuveen Floating Rate Income Opportunty Fund shares in Q1 2022, an estimated $154K.
  • Aristides Capital first reported a position in Nuveen Floating Rate Income Opportunty Fund in Q4 2021 and held it in 1 quarter.
  • Aristides Capital's Nuveen Floating Rate Income Opportunty Fund position peaked at $154K in Q4 2021.
  • 75 funds tracked by Wall St. Rank held Nuveen Floating Rate Income Opportunty Fund as of Q1 2022.

Based on Aristides Capital's 13F filing for Q1 2022, filed 16 May 2022.