FIMG
JRO

Financial & Investment Management Group’s Nuveen Floating Rate Income Opportunty Fund JRO Stock Holding History

Financial & Investment Management Group’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
-15,275
Closed -$169K – 105
2016
Q3 		$169K Buy
+15,275
New +$163K 0.06% 91

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

Financial & Investment Management Group's JRO Position: Q4 2016 in Review

Financial & Investment Management Group sold out of Nuveen Floating Rate Income Opportunty Fund (JRO) in Q4 2016, closing a stake of 15,275 shares — an estimated $169K sold.

Financial & Investment Management Group first reported a position in JRO in Q3 2016 and held it in 1 quarter. The position peaked at $169K in Q3 2016. 62 funds tracked by Wall St. Rank hold JRO as of Q4 2016.

  • Financial & Investment Management Group reported no remaining Nuveen Floating Rate Income Opportunty Fund position as of Q4 2016 after selling out during the quarter.
  • Financial & Investment Management Group sold 15,275 Nuveen Floating Rate Income Opportunty Fund shares in Q4 2016, an estimated $169K.
  • Financial & Investment Management Group first reported a position in Nuveen Floating Rate Income Opportunty Fund in Q3 2016 and held it in 1 quarter.
  • Financial & Investment Management Group's Nuveen Floating Rate Income Opportunty Fund position peaked at $169K in Q3 2016.
  • 62 funds tracked by Wall St. Rank held Nuveen Floating Rate Income Opportunty Fund as of Q4 2016.

Based on Financial & Investment Management Group's 13F filing for Q4 2016, filed 23 Jan 2017.