CDIA
JRO

Capital Directions Investment Advisors’s Nuveen Floating Rate Income Opportunty Fund JRO Stock Holding History

Capital Directions Investment 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
2022
Q2 		– Sell
-250
Closed -$3K – 281
2022
Q1 		$3K Buy
+250
New +$2.5K ﹤0.01% 257

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
OCM
Oaktree Capital Management Los Angeles, California $6.56B AUM 42.97% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
EVM
Eaton Vance Management Boston, Massachusetts $67.5B AUM 11.44% 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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Capital Directions Investment Advisors's JRO Position: Q2 2022 in Review

Capital Directions Investment Advisors sold out of Nuveen Floating Rate Income Opportunty Fund (JRO) in Q2 2022, closing a stake of 250 shares — an estimated $3K sold.

Capital Directions Investment Advisors first reported a position in JRO in Q1 2022 and held it in 1 quarter. The position peaked at $3K in Q1 2022. 80 funds tracked by Wall St. Rank hold JRO as of Q2 2022.

  • Capital Directions Investment Advisors reported no remaining Nuveen Floating Rate Income Opportunty Fund position as of Q2 2022 after selling out during the quarter.
  • Capital Directions Investment Advisors sold 250 Nuveen Floating Rate Income Opportunty Fund shares in Q2 2022, an estimated $3K.
  • Capital Directions Investment Advisors first reported a position in Nuveen Floating Rate Income Opportunty Fund in Q1 2022 and held it in 1 quarter.
  • Capital Directions Investment Advisors's Nuveen Floating Rate Income Opportunty Fund position peaked at $3K in Q1 2022.
  • 80 funds tracked by Wall St. Rank held Nuveen Floating Rate Income Opportunty Fund as of Q2 2022.

Based on Capital Directions Investment Advisors's 13F filing for Q2 2022, filed 26 Jul 2022.