FANJ
JRO

Financial Architects (New Jersey)’s Nuveen Floating Rate Income Opportunty Fund JRO Stock Holding History

Financial Architects (New Jersey)’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
2014
Q3 		– Sell
-1,125
Closed -$14K – 1033
2014
Q2 		$14K Buy
+1,125
New +$13.8K 0.01% 574

Other funds holding JRO

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
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
WCM
Windsor Capital Management Phoenix, Arizona $385M AUM 17.95% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
TAM
Trust Asset Management Houston, Texas $1.61B AUM 29.06% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
HK
Horizon Kinetics New York $3.06B AUM 5.37% 1-Year Est. Return

Financial Architects (New Jersey)'s JRO Position: Q3 2014 in Review

Financial Architects (New Jersey) sold out of Nuveen Floating Rate Income Opportunty Fund (JRO) in Q3 2014, closing a stake of 1,125 shares — an estimated $14K sold.

Financial Architects (New Jersey) first reported a position in JRO in Q2 2014 and held it in 1 quarter. The position peaked at $14K in Q2 2014. 58 funds tracked by Wall St. Rank hold JRO as of Q3 2014.

  • Financial Architects (New Jersey) reported no remaining Nuveen Floating Rate Income Opportunty Fund position as of Q3 2014 after selling out during the quarter.
  • Financial Architects (New Jersey) sold 1,125 Nuveen Floating Rate Income Opportunty Fund shares in Q3 2014, an estimated $14K.
  • Financial Architects (New Jersey) first reported a position in Nuveen Floating Rate Income Opportunty Fund in Q2 2014 and held it in 1 quarter.
  • Financial Architects (New Jersey)'s Nuveen Floating Rate Income Opportunty Fund position peaked at $14K in Q2 2014.
  • 58 funds tracked by Wall St. Rank held Nuveen Floating Rate Income Opportunty Fund as of Q3 2014.

Based on Financial Architects (New Jersey)'s 13F filing for Q3 2014, filed 24 Oct 2014.