C
JRO

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

Certuity’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
2021
Q4 		– Sell
-10,081
Closed -$101K – 427
2021
Q3 		$101K Buy
+10,081
New +$98.7K 0.02% 381

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
RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return
SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
CIA
Capital Investment Advisors Atlanta, Georgia $6.84B AUM 17.28% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
1CP
1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Certuity's JRO Position: Q4 2021 in Review

Certuity sold out of Nuveen Floating Rate Income Opportunty Fund (JRO) in Q4 2021, closing a stake of 10,081 shares — an estimated $101K sold.

Certuity first reported a position in JRO in Q3 2021 and held it in 1 quarter. The position peaked at $101K in Q3 2021. 84 funds tracked by Wall St. Rank hold JRO as of Q4 2021.

  • Certuity reported no remaining Nuveen Floating Rate Income Opportunty Fund position as of Q4 2021 after selling out during the quarter.
  • Certuity sold 10,081 Nuveen Floating Rate Income Opportunty Fund shares in Q4 2021, an estimated $101K.
  • Certuity first reported a position in Nuveen Floating Rate Income Opportunty Fund in Q3 2021 and held it in 1 quarter.
  • Certuity's Nuveen Floating Rate Income Opportunty Fund position peaked at $101K in Q3 2021.
  • 84 funds tracked by Wall St. Rank held Nuveen Floating Rate Income Opportunty Fund as of Q4 2021.

Based on Certuity's 13F filing for Q4 2021, filed 14 Feb 2022.