EWM
JRO

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

Executive 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
2019
Q1 		– Sell
-500
Closed -$5K – 978
2018
Q4 		$5K Buy
+500
New +$4.92K ﹤0.01% 695

Other funds holding JRO

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 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
EVM
Eaton Vance Management Boston, Massachusetts $67.5B AUM 11.44% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 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

Executive Wealth Management's JRO Position: Q1 2019 in Review

Executive Wealth Management sold out of Nuveen Floating Rate Income Opportunty Fund (JRO) in Q1 2019, closing a stake of 500 shares — an estimated $5K sold.

Executive Wealth Management first reported a position in JRO in Q4 2018 and held it in 1 quarter. The position peaked at $5K in Q4 2018. 88 funds tracked by Wall St. Rank hold JRO as of Q1 2019.

  • Executive Wealth Management reported no remaining Nuveen Floating Rate Income Opportunty Fund position as of Q1 2019 after selling out during the quarter.
  • Executive Wealth Management sold 500 Nuveen Floating Rate Income Opportunty Fund shares in Q1 2019, an estimated $5K.
  • Executive Wealth Management first reported a position in Nuveen Floating Rate Income Opportunty Fund in Q4 2018 and held it in 1 quarter.
  • Executive Wealth Management's Nuveen Floating Rate Income Opportunty Fund position peaked at $5K in Q4 2018.
  • 88 funds tracked by Wall St. Rank held Nuveen Floating Rate Income Opportunty Fund as of Q1 2019.

Based on Executive Wealth Management's 13F filing for Q1 2019, filed 2 May 2019.