Fiera Capital (Canada)
JRO

Fiera Capital (Canada)’s Nuveen Floating Rate Income Opportunty Fund JRO Stock Holding History

Fiera Capital (Canada)’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
Q4 		– Sell
-16,887
Closed -$187K – 827
2016
Q3 		$187K Hold
16,887
– – ﹤0.01% 704
2016
Q2 		$173K Buy
+16,887
New +$172K ﹤0.01% 724

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
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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return

Fiera Capital (Canada)'s JRO Position: Q4 2016 in Review

Fiera Capital (Canada) sold out of Nuveen Floating Rate Income Opportunty Fund (JRO) in Q4 2016, closing a stake of 16,887 shares — an estimated $187K sold.

Fiera Capital (Canada) first reported a position in JRO in Q2 2016 and held it in 2 quarters. The position peaked at $187K in Q3 2016. 62 funds tracked by Wall St. Rank hold JRO as of Q4 2016.

  • Fiera Capital (Canada) reported no remaining Nuveen Floating Rate Income Opportunty Fund position as of Q4 2016 after selling out during the quarter.
  • Fiera Capital (Canada) sold 16,887 Nuveen Floating Rate Income Opportunty Fund shares in Q4 2016, an estimated $187K.
  • Fiera Capital (Canada) first reported a position in Nuveen Floating Rate Income Opportunty Fund in Q2 2016 and held it in 2 quarters.
  • Fiera Capital (Canada)'s Nuveen Floating Rate Income Opportunty Fund position peaked at $187K in Q3 2016.
  • 62 funds tracked by Wall St. Rank held Nuveen Floating Rate Income Opportunty Fund as of Q4 2016.

Based on Fiera Capital (Canada)'s 13F filing for Q4 2016, filed 14 Feb 2017.