CL
JRO

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

COWA LLC’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
Q1 		– Sell
-200
Closed -$2K – 424
2020
Q4 		$2K Buy
+200
New +$1.67K ﹤0.01% 369

Other funds holding JRO

SCM
Saba Capital Management New York $3.62B AUM 13% 1-Year Est. Return
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
LC
Lindbrook Capital Calabasas, California $1.08B AUM 10.14% 1-Year Est. Return
KKRC
Kohlberg Kravis Roberts & Co New York $5.35B AUM 63.01% 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
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 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

COWA LLC's JRO Position: Q1 2021 in Review

COWA LLC sold out of Nuveen Floating Rate Income Opportunty Fund (JRO) in Q1 2021, closing a stake of 200 shares — an estimated $2K sold.

COWA LLC first reported a position in JRO in Q4 2020 and held it in 1 quarter. The position peaked at $2K in Q4 2020. 85 funds tracked by Wall St. Rank hold JRO as of Q1 2021.

  • COWA LLC reported no remaining Nuveen Floating Rate Income Opportunty Fund position as of Q1 2021 after selling out during the quarter.
  • COWA LLC sold 200 Nuveen Floating Rate Income Opportunty Fund shares in Q1 2021, an estimated $2K.
  • COWA LLC first reported a position in Nuveen Floating Rate Income Opportunty Fund in Q4 2020 and held it in 1 quarter.
  • COWA LLC's Nuveen Floating Rate Income Opportunty Fund position peaked at $2K in Q4 2020.
  • 85 funds tracked by Wall St. Rank held Nuveen Floating Rate Income Opportunty Fund as of Q1 2021.

Based on COWA LLC's 13F filing for Q1 2021, filed 5 May 2021.