FourThought Financial Partners’s Nuveen Floating Rate Income Opportunty Fund JRO Stock Holding History

FourThought Financial Partners’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	-24,579	Closed	-$192K	–	339
2023 Q2	$192K	Sell	24,579 -5,406	-18%	-$42K	0.03%	315
2023 Q1	$240K	Sell	29,985 -6,877	-19%	-$56.6K	0.03%	284
2022 Q4	$288K	Buy	+36,862	New	+$297K	0.04%	255

Other funds holding JRO

BCMLT

Beacon Capital Management LLC (Tennessee) Franklin, Tennessee $567M AUM 16.01% 1-Year Est. Return

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

FourThought Financial Partners's JRO Position: Q3 2023 in Review

FourThought Financial Partners sold out of Nuveen Floating Rate Income Opportunty Fund (JRO) in Q3 2023, closing a stake of 24,579 shares — an estimated $192K sold.

FourThought Financial Partners first reported a position in JRO in Q4 2022 and held it in 3 quarters. The position peaked at $288K in Q4 2022. 2 funds tracked by Wall St. Rank hold JRO as of Q3 2023.

FourThought Financial Partners reported no remaining Nuveen Floating Rate Income Opportunty Fund position as of Q3 2023 after selling out during the quarter.
FourThought Financial Partners sold 24,579 Nuveen Floating Rate Income Opportunty Fund shares in Q3 2023, an estimated $192K.
FourThought Financial Partners first reported a position in Nuveen Floating Rate Income Opportunty Fund in Q4 2022 and held it in 3 quarters.
FourThought Financial Partners's Nuveen Floating Rate Income Opportunty Fund position peaked at $288K in Q4 2022.
2 funds tracked by Wall St. Rank held Nuveen Floating Rate Income Opportunty Fund as of Q3 2023.

Based on FourThought Financial Partners's 13F filing for Q3 2023, filed 13 Nov 2023.