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

Creative Planning’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 Q3	–	Sell	-292	Closed	-$3K	–	4628
2017 Q2	$3K	Hold	292	–	–	﹤0.01%	4264
2017 Q1	$3K	Sell	292 -850	-74%	-$10.4K	﹤0.01%	4245
2016 Q4	$14K	Buy	+1,142	New	+$13.1K	﹤0.01%	3346
2016 Q3	–	Sell	-700	Closed	-$7K	–	4955
2016 Q2	$7K	Sell	700 -821	-54%	-$8.37K	﹤0.01%	3502
2016 Q1	$15K	Sell	1,521 -2,395	-61%	-$22.4K	﹤0.01%	2989
2015 Q4	$38K	Buy	3,916 +2,795	+249%	+$27.5K	﹤0.01%	2352
2015 Q3	$11K	Buy	+1,121	New	+$11.8K	﹤0.01%	3181
2015 Q2	–	Sell	-1,121	Closed	-$13K	–	4140
2015 Q1	$13K	Sell	1,121 -3,048	-73%	-$34.6K	﹤0.01%	3059
2014 Q4	$47K	Buy	4,169 +513	+14%	+$5.76K	﹤0.01%	2058
2014 Q3	$42K	Hold	3,656	–	–	﹤0.01%	2049
2014 Q2	$45K	Hold	3,656	–	–	﹤0.01%	1940
2014 Q1	$45K	Sell	3,656 -1,690	-32%	-$20.5K	﹤0.01%	1873
2013 Q4	$65K	Sell	5,346 -4,654	-47%	-$56K	﹤0.01%	1440
2013 Q3	$124K	Hold	10,000	–	–	﹤0.01%	988
2013 Q2	$132K	Buy	+10,000	New	+$132K	﹤0.01%	850

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

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Creative Planning's JRO Position: Q3 2017 in Review

Creative Planning sold out of Nuveen Floating Rate Income Opportunty Fund (JRO) in Q3 2017, closing a stake of 292 shares — an estimated $3K sold.

Creative Planning first reported a position in JRO in Q2 2013 and held it in 15 quarters. The position peaked at $132K in Q2 2013. 60 funds tracked by Wall St. Rank hold JRO as of Q3 2017.

Creative Planning reported no remaining Nuveen Floating Rate Income Opportunty Fund position as of Q3 2017 after selling out during the quarter.
Creative Planning sold 292 Nuveen Floating Rate Income Opportunty Fund shares in Q3 2017, an estimated $3K.
Creative Planning first reported a position in Nuveen Floating Rate Income Opportunty Fund in Q2 2013 and held it in 15 quarters.
Creative Planning's Nuveen Floating Rate Income Opportunty Fund position peaked at $132K in Q2 2013.
60 funds tracked by Wall St. Rank held Nuveen Floating Rate Income Opportunty Fund as of Q3 2017.

Based on Creative Planning's 13F filing for Q3 2017, filed 17 Oct 2017.