GAG
JRO

GM Advisory Group’s Nuveen Floating Rate Income Opportunty Fund JRO Stock Holding History

GM Advisory 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
2014
Q1 		– Sell
-10,281
Closed -$125K – 89
2013
Q4 		$125K Buy
+10,281
New +$124K 0.13% 61

Other funds holding JRO

Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
MIG
Mariner Investment Group Harrison, New York $346M AUM 25.25% 1-Year Est. Return
WCM
Windsor Capital Management Phoenix, Arizona $385M AUM 17.95% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
TAM
Trust Asset Management Houston, Texas $1.61B AUM 29.06% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return
ACM
Aviance Capital Management Sarasota, Florida $668M AUM 6.48% 1-Year Est. Return

GM Advisory Group's JRO Position: Q1 2014 in Review

GM Advisory Group sold out of Nuveen Floating Rate Income Opportunty Fund (JRO) in Q1 2014, closing a stake of 10,281 shares — an estimated $125K sold.

GM Advisory Group first reported a position in JRO in Q4 2013 and held it in 1 quarter. The position peaked at $125K in Q4 2013. 69 funds tracked by Wall St. Rank hold JRO as of Q1 2014.

  • GM Advisory Group reported no remaining Nuveen Floating Rate Income Opportunty Fund position as of Q1 2014 after selling out during the quarter.
  • GM Advisory Group sold 10,281 Nuveen Floating Rate Income Opportunty Fund shares in Q1 2014, an estimated $125K.
  • GM Advisory Group first reported a position in Nuveen Floating Rate Income Opportunty Fund in Q4 2013 and held it in 1 quarter.
  • GM Advisory Group's Nuveen Floating Rate Income Opportunty Fund position peaked at $125K in Q4 2013.
  • 69 funds tracked by Wall St. Rank held Nuveen Floating Rate Income Opportunty Fund as of Q1 2014.

Based on GM Advisory Group's 13F filing for Q1 2014, filed 2 May 2014.