FA
JRO

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

FDx 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
2016
Q3 		– Sell
-18,613
Closed -$191K – 993
2016
Q2 		$191K Buy
+18,613
New +$190K 0.01% 849

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
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
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
CIA
Capital Investment Advisors Atlanta, Georgia $6.84B AUM 17.28% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
EVM
Eaton Vance Management Boston, Massachusetts $67.5B AUM 11.44% 1-Year Est. Return
FFA
First Foundation Advisors Irvine, California $2.48B AUM 18.56% 1-Year Est. Return
YMRC
Yorktown Management & Research Company Forest, Virginia $120M AUM 52.72% 1-Year Est. Return

FDx Advisors's JRO Position: Q3 2016 in Review

FDx Advisors sold out of Nuveen Floating Rate Income Opportunty Fund (JRO) in Q3 2016, closing a stake of 18,613 shares — an estimated $191K sold.

FDx Advisors first reported a position in JRO in Q2 2016 and held it in 1 quarter. The position peaked at $191K in Q2 2016. 60 funds tracked by Wall St. Rank hold JRO as of Q3 2016.

  • FDx Advisors reported no remaining Nuveen Floating Rate Income Opportunty Fund position as of Q3 2016 after selling out during the quarter.
  • FDx Advisors sold 18,613 Nuveen Floating Rate Income Opportunty Fund shares in Q3 2016, an estimated $191K.
  • FDx Advisors first reported a position in Nuveen Floating Rate Income Opportunty Fund in Q2 2016 and held it in 1 quarter.
  • FDx Advisors's Nuveen Floating Rate Income Opportunty Fund position peaked at $191K in Q2 2016.
  • 60 funds tracked by Wall St. Rank held Nuveen Floating Rate Income Opportunty Fund as of Q3 2016.

Based on FDx Advisors's 13F filing for Q3 2016, filed 14 Nov 2016.