Cambridge Investment Research Advisors
JRO

Cambridge Investment Research Advisors’s Nuveen Floating Rate Income Opportunty Fund JRO Stock Holding History

Cambridge Investment Research Advisors’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
2023
Q3 		– Sell
-61,968
Closed -$483K – 3306
2023
Q2 		$483K Sell
61,968
-3,205
-5% -$24.9K ﹤0.01% 2158
2023
Q1 		$523K Buy
65,173
+4,824
+8% +$39.7K ﹤0.01% 2052
2022
Q4 		$471K Buy
60,349
+4,659
+8% +$37.5K ﹤0.01% 2064
2022
Q3 		$449K Buy
55,690
+1,700
+3% +$14.4K ﹤0.01% 2024
2022
Q2 		$441K Buy
53,990
+17,569
+48% +$158K ﹤0.01% 2056
2022
Q1 		$369K Buy
36,421
+4,805
+15% +$48.1K ﹤0.01% 2370
2021
Q4 		$320K Buy
31,616
+5,166
+20% +$51.8K ﹤0.01% 2474
2021
Q3 		$264K Buy
26,450
+15,011
+131% +$147K ﹤0.01% 2566
2021
Q2 		$112K Sell
11,439
-412
-3% -$3.93K ﹤0.01% 2955
2021
Q1 		$113K Sell
11,851
-127
-1% -$1.18K ﹤0.01% 2740
2020
Q4 		$104K Sell
11,978
-388
-3% -$3.23K ﹤0.01% 2600
2020
Q3 		$101K Hold
12,366
– – ﹤0.01% 2390
2020
Q2 		$97K Sell
12,366
-796
-6% -$6.12K ﹤0.01% 2320
2020
Q1 		$98K Sell
13,162
-25,623
-66% -$234K ﹤0.01% 2110
2019
Q4 		$387K Buy
38,785
+8,595
+28% +$82.1K ﹤0.01% 1751
2019
Q3 		$288K Buy
30,190
+8,754
+41% +$84.2K ﹤0.01% 1853
2019
Q2 		$209K Buy
+21,436
New +$209K ﹤0.01% 1979
2018
Q3 		– Sell
-10,483
Closed -$109K – 2360
2018
Q2 		$109K Sell
10,483
-8,195
-44% -$87.5K ﹤0.01% 2100
2018
Q1 		$204K Sell
18,678
-17,375
-48% -$193K ﹤0.01% 1955
2017
Q4 		$411K Buy
36,053
+13,514
+60% +$153K ﹤0.01% 1437
2017
Q3 		$267K Buy
22,539
+3,061
+16% +$35.9K ﹤0.01% 1629
2017
Q2 		$227K Sell
19,478
-6,061
-24% -$71.4K ﹤0.01% 1674
2017
Q1 		$300K Buy
25,539
+1,587
+7% +$19.4K 0.01% 1384
2016
Q4 		$292K Buy
23,952
+5,940
+33% +$68.4K 0.01% 1287
2016
Q3 		$199K Sell
18,012
-2,834
-14% -$30.3K ﹤0.01% 1562
2016
Q2 		$214K Buy
20,846
+6,400
+44% +$65.3K ﹤0.01% 1350
2016
Q1 		$143K Sell
14,446
-5,068
-26% -$47.4K ﹤0.01% 1466
2015
Q4 		$191K Sell
19,514
-3,072
-14% -$30.2K ﹤0.01% 1391
2015
Q3 		$225K Buy
22,586
+367
+2% +$3.87K 0.01% 1194
2015
Q2 		$240K Buy
22,219
+2,631
+13% +$30.1K 0.01% 1173
2015
Q1 		$228K Sell
19,588
-2,080
-10% -$23.6K 0.01% 1176
2014
Q4 		$244K Sell
21,668
-634,720
-97% -$7.12M 0.01% 1107
2014
Q3 		$7.47M Buy
656,388
+627,135
+2,144% +$7.57M 0.22% 99
2014
Q2 		$364K Sell
29,253
-4,542
-13% -$55.6K 0.01% 915
2014
Q1 		$412K Buy
33,795
+71
+0.2% +$861 0.02% 809
2013
Q4 		$411K Sell
33,724
-72,460
-68% -$872K 0.02% 733
2013
Q3 		$1.31M Buy
+106,184
New +$1.33M 0.06% 304

Other funds holding JRO

BCMLT
Beacon Capital Management LLC (Tennessee) Franklin, Tennessee $567M AUM 16.01% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $4.82B AUM 20.19% 1-Year Est. Return
HNB
Huntington National Bank Columbus, Ohio $18.1B AUM 24.69% 1-Year Est. Return

Cambridge Investment Research Advisors's JRO Position: Q3 2023 in Review

Cambridge Investment Research Advisors sold out of Nuveen Floating Rate Income Opportunty Fund (JRO) in Q3 2023, closing a stake of 61,968 shares — an estimated $483K sold.

Cambridge Investment Research Advisors first reported a position in JRO in Q3 2013 and held it in 37 quarters. The position peaked at $7.47M in Q3 2014. 2 funds tracked by Wall St. Rank hold JRO as of Q3 2023.

  • Cambridge Investment Research Advisors reported no remaining Nuveen Floating Rate Income Opportunty Fund position as of Q3 2023 after selling out during the quarter.
  • Cambridge Investment Research Advisors sold 61,968 Nuveen Floating Rate Income Opportunty Fund shares in Q3 2023, an estimated $483K.
  • Cambridge Investment Research Advisors first reported a position in Nuveen Floating Rate Income Opportunty Fund in Q3 2013 and held it in 37 quarters.
  • Cambridge Investment Research Advisors's Nuveen Floating Rate Income Opportunty Fund position peaked at $7.47M in Q3 2014.
  • 2 funds tracked by Wall St. Rank held Nuveen Floating Rate Income Opportunty Fund as of Q3 2023.

Based on Cambridge Investment Research Advisors's 13F filing for Q3 2023, filed 24 Oct 2023.