Coastal Bridge Advisors’s Nuveen Floating Rate Income Opportunty Fund JRO Stock Holding History

Coastal Bridge 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
2017 Q2	–	Sell	-67,780	Closed	-$796K	–	115
2017 Q1	$796K	Buy	67,780 +646	+1%	+$7.88K	0.27%	40
2016 Q4	$818K	Buy	+67,134	New	+$773K	0.32%	37

Other funds holding JRO

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

EVM

Eaton Vance Management Boston, Massachusetts $67.5B AUM 11.44% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

FFS

Founders Financial Securities Towson, Maryland $1.77B AUM 17.63% 1-Year Est. Return

Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

Coastal Bridge Advisors's JRO Position: Q2 2017 in Review

Coastal Bridge Advisors sold out of Nuveen Floating Rate Income Opportunty Fund (JRO) in Q2 2017, closing a stake of 67,780 shares — an estimated $796K sold.

Coastal Bridge Advisors first reported a position in JRO in Q4 2016 and held it in 2 quarters. The position peaked at $818K in Q4 2016. 67 funds tracked by Wall St. Rank hold JRO as of Q2 2017.

Coastal Bridge Advisors reported no remaining Nuveen Floating Rate Income Opportunty Fund position as of Q2 2017 after selling out during the quarter.
Coastal Bridge Advisors sold 67,780 Nuveen Floating Rate Income Opportunty Fund shares in Q2 2017, an estimated $796K.
Coastal Bridge Advisors first reported a position in Nuveen Floating Rate Income Opportunty Fund in Q4 2016 and held it in 2 quarters.
Coastal Bridge Advisors's Nuveen Floating Rate Income Opportunty Fund position peaked at $818K in Q4 2016.
67 funds tracked by Wall St. Rank held Nuveen Floating Rate Income Opportunty Fund as of Q2 2017.

Based on Coastal Bridge Advisors's 13F filing for Q2 2017, filed 3 Aug 2017.