B. Riley Wealth Advisors’s Nuveen Floating Rate Income Opportunty Fund JRO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-20,698
| Closed | -$163K | – | 1666 |
|
|
2023
Q2 | $163K | Buy |
20,698
+4,816
| +30% | +$37.4K | ﹤0.01% | 1384 |
|
|
2023
Q1 | $129K | Sell |
15,882
-1,500
| -9% | -$12.3K | ﹤0.01% | 1356 |
|
|
2022
Q4 | $136K | Buy |
17,382
+1,269
| +8% | +$10.2K | ﹤0.01% | 1328 |
|
|
2022
Q3 | $130K | Buy |
16,113
+18
| +0.1% | +$153 | ﹤0.01% | 1299 |
|
|
2022
Q2 | $132K | Buy |
16,095
+22
| +0.1% | +$198 | 0.01% | 1097 |
|
|
2022
Q1 | $163K | Buy |
16,073
+90
| +0.6% | +$901 | 0.01% | 1241 |
|
|
2021
Q4 | $162K | Sell |
15,983
-92
| -0.6% | -$922 | ﹤0.01% | 1298 |
|
|
2021
Q3 | $161K | Sell |
16,075
-118
| -0.7% | -$1.16K | 0.01% | 1273 |
|
|
2021
Q2 | $159K | Sell |
16,193
-2
| -0% | -$19 | 0.01% | 1257 |
|
|
2021
Q1 | $155K | Sell |
16,195
-1,857
| -10% | -$17.2K | 0.01% | 1230 |
|
|
2020
Q4 | $157K | Sell |
18,052
-1,607
| -8% | -$13.4K | 0.01% | 951 |
|
|
2020
Q3 | $162K | Sell |
19,659
-5
| -0% | -$40 | 0.01% | 859 |
|
|
2020
Q2 | $155K | Sell |
19,664
-3,848
| -16% | -$29.6K | 0.01% | 794 |
|
|
2020
Q1 | $175K | Sell |
23,512
-4,907
| -17% | -$44.8K | 0.01% | 691 |
|
|
2019
Q4 | $284K | Sell |
28,419
-47
| -0.2% | -$449 | 0.02% | 619 |
|
|
2019
Q3 | $272K | Buy |
28,466
+98
| +0.3% | +$942 | 0.03% | 625 |
|
|
2019
Q2 | $277K | Sell |
28,368
-1,509
| -5% | -$14.7K | 0.03% | 600 |
|
|
2019
Q1 | $287K | Sell |
29,877
-3,268
| -10% | -$32K | 0.04% | 518 |
|
|
2018
Q4 | $299K | Sell |
33,145
-6,912
| -17% | -$68K | 0.04% | 433 |
|
|
2018
Q3 | $413K | Sell |
40,057
-4,030
| -9% | -$41.2K | 0.05% | 397 |
|
|
2018
Q2 | $459K | Sell |
44,087
-7,152
| -14% | -$76.4K | 0.06% | 345 |
|
|
2018
Q1 | $560K | Sell |
51,239
-10,826
| -17% | -$120K | 0.08% | 278 |
|
|
2017
Q4 | $708K | Sell |
62,065
-3,148
| -5% | -$35.6K | 0.1% | 235 |
|
|
2017
Q3 | $772K | Buy |
65,213
+31,537
| +94% | +$370K | 0.13% | 177 |
|
|
2017
Q2 | $393K | Buy |
33,676
+193
| +0.6% | +$2.27K | 0.07% | 306 |
|
|
2017
Q1 | $394K | Sell |
33,483
-1,224
| -4% | -$14.9K | 0.08% | 280 |
|
|
2016
Q4 | $424K | Buy |
34,707
+4,472
| +15% | +$51.5K | 0.09% | 265 |
|
|
2016
Q3 | $335K | Buy |
30,235
+5,741
| +23% | +$61.4K | 0.07% | 373 |
|
|
2016
Q2 | $252K | Buy |
24,494
+78
| +0.3% | +$795 | 0.05% | 465 |
|
|
2016
Q1 | $241K | Buy |
24,416
+4,682
| +24% | +$43.8K | 0.06% | 413 |
|
|
2015
Q4 | $194K | Buy |
+19,734
| New | +$194K | 0.04% | 492 |
|
Other funds holding JRO
B. Riley Wealth Advisors's JRO Position: Q3 2023 in Review
B. Riley Wealth Advisors sold out of Nuveen Floating Rate Income Opportunty Fund (JRO) in Q3 2023, closing a stake of 20,698 shares — an estimated $163K sold.
B. Riley Wealth Advisors first reported a position in JRO in Q4 2015 and held it in 31 quarters. The position peaked at $772K in Q3 2017. 2 funds tracked by Wall St. Rank hold JRO as of Q3 2023.
- B. Riley Wealth Advisors reported no remaining Nuveen Floating Rate Income Opportunty Fund position as of Q3 2023 after selling out during the quarter.
- B. Riley Wealth Advisors sold 20,698 Nuveen Floating Rate Income Opportunty Fund shares in Q3 2023, an estimated $163K.
- B. Riley Wealth Advisors first reported a position in Nuveen Floating Rate Income Opportunty Fund in Q4 2015 and held it in 31 quarters.
- B. Riley Wealth Advisors's Nuveen Floating Rate Income Opportunty Fund position peaked at $772K in Q3 2017.
- 2 funds tracked by Wall St. Rank held Nuveen Floating Rate Income Opportunty Fund as of Q3 2023.
Based on B. Riley Wealth Advisors's 13F filing for Q3 2023, filed 1 Dec 2023.