CCIM
JRO

Chapwood Capital Investment Management’s Nuveen Floating Rate Income Opportunty Fund JRO Stock Holding History

Chapwood Capital Investment Management’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
2019
Q4 		$2.15M Buy
+214,709
New +$2.05M 2.16% 15

Other funds holding JRO

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
LC
Lindbrook Capital Calabasas, California $1.08B AUM 10.14% 1-Year Est. Return
EVM
Eaton Vance Management Boston, Massachusetts $67.5B AUM 11.44% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
CIA
Capital Investment Advisors Atlanta, Georgia $7.59B AUM 23.38% 1-Year Est. Return
MC
Matisse Capital Portland, Oregon $234M AUM 19.72% 1-Year Est. Return

Chapwood Capital Investment Management's JRO Position: Q4 2019 in Review

Chapwood Capital Investment Management opened a new position in Nuveen Floating Rate Income Opportunty Fund (JRO) in Q4 2019: 214,709 shares worth $2.15M. The stake represents 2.16% of the portfolio and ranks #15 among its holdings.

90 funds tracked by Wall St. Rank hold JRO as of Q4 2019.

  • Chapwood Capital Investment Management held 214,709 shares of Nuveen Floating Rate Income Opportunty Fund worth $2.15M as of Q4 2019.
  • Nuveen Floating Rate Income Opportunty Fund was a new Chapwood Capital Investment Management position in Q4 2019.
  • Nuveen Floating Rate Income Opportunty Fund made up 2.16% of Chapwood Capital Investment Management's portfolio in Q4 2019, its #15 holding.
  • 90 funds tracked by Wall St. Rank held Nuveen Floating Rate Income Opportunty Fund as of Q4 2019.

Based on Chapwood Capital Investment Management's 13F filing for Q4 2019, filed 21 Jan 2020.