EWM
JRO

Edge Wealth Management’s Nuveen Floating Rate Income Opportunty Fund JRO Stock Holding History

Edge Wealth 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
2015
Q1 		– Sell
-430
Closed -$5K – 506
2014
Q4 		$5K Buy
+430
New +$4.83K ﹤0.01% 349

Other funds holding JRO

Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
TAM
Trust Asset Management Houston, Texas $1.61B AUM 29.06% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
WCM
Windsor Capital Management Phoenix, Arizona $385M AUM 17.95% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Edge Wealth Management's JRO Position: Q1 2015 in Review

Edge Wealth Management sold out of Nuveen Floating Rate Income Opportunty Fund (JRO) in Q1 2015, closing a stake of 430 shares — an estimated $5K sold.

Edge Wealth Management first reported a position in JRO in Q4 2014 and held it in 1 quarter. The position peaked at $5K in Q4 2014. 59 funds tracked by Wall St. Rank hold JRO as of Q1 2015.

  • Edge Wealth Management reported no remaining Nuveen Floating Rate Income Opportunty Fund position as of Q1 2015 after selling out during the quarter.
  • Edge Wealth Management sold 430 Nuveen Floating Rate Income Opportunty Fund shares in Q1 2015, an estimated $5K.
  • Edge Wealth Management first reported a position in Nuveen Floating Rate Income Opportunty Fund in Q4 2014 and held it in 1 quarter.
  • Edge Wealth Management's Nuveen Floating Rate Income Opportunty Fund position peaked at $5K in Q4 2014.
  • 59 funds tracked by Wall St. Rank held Nuveen Floating Rate Income Opportunty Fund as of Q1 2015.

Based on Edge Wealth Management's 13F filing for Q1 2015, filed 6 Apr 2015.