FIA
JRO

FNY Investment Advisers’s Nuveen Floating Rate Income Opportunty Fund JRO Stock Holding History

FNY Investment Advisers’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
2023
Q3 		– Sell
-600
Closed -$4K – 831
2023
Q2 		$4K Hold
600
– – 0.01% 406
2023
Q1 		$4K Buy
+600
New +$4.94K ﹤0.01% 424
2021
Q4 		– Sell
-11,817
Closed -$117K – 960
2021
Q3 		$117K Sell
11,817
-18,183
-61% -$178K 0.05% 209
2021
Q2 		$292K Buy
30,000
+7,300
+32% +$69.6K 0.12% 149
2021
Q1 		$216K Buy
22,700
+16,945
+294% +$157K 0.08% 170
2020
Q4 		$49K Buy
+5,755
New +$48K 0.01% 395
2020
Q1 		– Sell
-27,770
Closed -$277K – 1016
2019
Q4 		$277K Buy
27,770
+27,168
+4,513% +$259K 0.09% 184
2019
Q3 		$5K Buy
602
+35
+6% +$337 ﹤0.01% 661
2019
Q2 		$5K Sell
567
-572
-50% -$5.59K ﹤0.01% 717
2019
Q1 		$10K Buy
+1,139
New +$11.2K ﹤0.01% 462

Other funds holding JRO

BCMLT
Beacon Capital Management LLC (Tennessee) Franklin, Tennessee $567M AUM 16.01% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $4.82B AUM 20.19% 1-Year Est. Return
HNB
Huntington National Bank Columbus, Ohio $18.1B AUM 24.69% 1-Year Est. Return

FNY Investment Advisers's JRO Position: Q3 2023 in Review

FNY Investment Advisers sold out of Nuveen Floating Rate Income Opportunty Fund (JRO) in Q3 2023, closing a stake of 600 shares — an estimated $4K sold.

FNY Investment Advisers first reported a position in JRO in Q1 2019 and held it in 10 quarters. The position peaked at $292K in Q2 2021. 2 funds tracked by Wall St. Rank hold JRO as of Q3 2023.

  • FNY Investment Advisers reported no remaining Nuveen Floating Rate Income Opportunty Fund position as of Q3 2023 after selling out during the quarter.
  • FNY Investment Advisers sold 600 Nuveen Floating Rate Income Opportunty Fund shares in Q3 2023, an estimated $4K.
  • FNY Investment Advisers first reported a position in Nuveen Floating Rate Income Opportunty Fund in Q1 2019 and held it in 10 quarters.
  • FNY Investment Advisers's Nuveen Floating Rate Income Opportunty Fund position peaked at $292K in Q2 2021.
  • 2 funds tracked by Wall St. Rank held Nuveen Floating Rate Income Opportunty Fund as of Q3 2023.

Based on FNY Investment Advisers's 13F filing for Q3 2023, filed 10 Oct 2023.