FWM
JRO

ForthRight Wealth Management’s Nuveen Floating Rate Income Opportunty Fund JRO Stock Holding History

ForthRight Wealth Management’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
2021
Q1 		– Sell
-6,667
Closed -$58K – 190
2020
Q4 		$58K Buy
+6,667
New +$55.6K 0.05% 65

Other funds holding JRO

SCM
Saba Capital Management New York $3.62B AUM 13% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LC
Lindbrook Capital Calabasas, California $1.08B AUM 10.14% 1-Year Est. Return
KKRC
Kohlberg Kravis Roberts & Co New York $5.35B AUM 63.01% 1-Year Est. Return
SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
CIA
Capital Investment Advisors Atlanta, Georgia $6.84B AUM 17.28% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return

ForthRight Wealth Management's JRO Position: Q1 2021 in Review

ForthRight Wealth Management sold out of Nuveen Floating Rate Income Opportunty Fund (JRO) in Q1 2021, closing a stake of 6,667 shares — an estimated $58K sold.

ForthRight Wealth Management first reported a position in JRO in Q4 2020 and held it in 1 quarter. The position peaked at $58K in Q4 2020. 85 funds tracked by Wall St. Rank hold JRO as of Q1 2021.

  • ForthRight Wealth Management reported no remaining Nuveen Floating Rate Income Opportunty Fund position as of Q1 2021 after selling out during the quarter.
  • ForthRight Wealth Management sold 6,667 Nuveen Floating Rate Income Opportunty Fund shares in Q1 2021, an estimated $58K.
  • ForthRight Wealth Management first reported a position in Nuveen Floating Rate Income Opportunty Fund in Q4 2020 and held it in 1 quarter.
  • ForthRight Wealth Management's Nuveen Floating Rate Income Opportunty Fund position peaked at $58K in Q4 2020.
  • 85 funds tracked by Wall St. Rank held Nuveen Floating Rate Income Opportunty Fund as of Q1 2021.

Based on ForthRight Wealth Management's 13F filing for Q1 2021, filed 26 Apr 2021.