FFS
JRO

Founders Financial Securities’s Nuveen Floating Rate Income Opportunty Fund JRO Stock Holding History

Founders Financial Securities’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
2020
Q4 		– Sell
-25,457
Closed -$209K – 242
2020
Q3 		$209K Sell
25,457
-53,410
-68% -$431K 0.07% 153
2020
Q2 		$629K Sell
78,867
-139,595
-64% -$1.07M 0.2% 88
2020
Q1 		$1.62M Buy
+218,462
New +$1.99M 0.6% 23
2019
Q4 		– Sell
-222,626
Closed -$2.12M – 154
2019
Q3 		$2.12M Buy
+222,626
New +$2.14M 0.68% 39
2019
Q2 		– Sell
-201,681
Closed -$1.97M – 134
2019
Q1 		$1.97M Sell
201,681
-2,100
-1% -$20.6K 0.62% 36
2018
Q4 		$1.84M Buy
203,781
+13,630
+7% +$134K 0.67% 33
2018
Q3 		$1.96M Buy
+190,151
New +$1.95M 0.54% 31
2018
Q2 		– Sell
-194,103
Closed -$2.12M – 111
2018
Q1 		$2.12M Hold
194,103
– – 0.69% 27
2017
Q4 		$2.21M Buy
194,103
+2,022
+1% +$22.8K 0.74% 26
2017
Q3 		$2.27M Sell
192,081
-9,515
-5% -$112K 0.81% 28
2017
Q2 		$2.35M Sell
201,596
-1,650
-0.8% -$19.4K 0.89% 28
2017
Q1 		$2.39M Buy
+203,246
New +$2.48M 0.91% 28

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
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
LC
Lindbrook Capital Calabasas, California $1.08B AUM 10.14% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
EVM
Eaton Vance Management Boston, Massachusetts $67.5B AUM 11.44% 1-Year Est. Return
CIA
Capital Investment Advisors Atlanta, Georgia $6.84B AUM 17.28% 1-Year Est. Return

Founders Financial Securities's JRO Position: Q4 2020 in Review

Founders Financial Securities sold out of Nuveen Floating Rate Income Opportunty Fund (JRO) in Q4 2020, closing a stake of 25,457 shares — an estimated $209K sold.

Founders Financial Securities first reported a position in JRO in Q1 2017 and held it in 12 quarters. The position peaked at $2.39M in Q1 2017. 92 funds tracked by Wall St. Rank hold JRO as of Q4 2020.

  • Founders Financial Securities reported no remaining Nuveen Floating Rate Income Opportunty Fund position as of Q4 2020 after selling out during the quarter.
  • Founders Financial Securities sold 25,457 Nuveen Floating Rate Income Opportunty Fund shares in Q4 2020, an estimated $209K.
  • Founders Financial Securities first reported a position in Nuveen Floating Rate Income Opportunty Fund in Q1 2017 and held it in 12 quarters.
  • Founders Financial Securities's Nuveen Floating Rate Income Opportunty Fund position peaked at $2.39M in Q1 2017.
  • 92 funds tracked by Wall St. Rank held Nuveen Floating Rate Income Opportunty Fund as of Q4 2020.

Based on Founders Financial Securities's 13F filing for Q4 2020, filed 9 Feb 2021.