HighTower Advisors’s Nuveen Floating Rate Income Opportunty Fund JRO Stock Holding History

HighTower Advisors’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	-60,112	Closed	-$472K	–	3832
2023 Q2	$472K	Buy	+60,112	New	+$467K	﹤0.01%	2243
2021 Q1	–	Sell	-15,000	Closed	-$130K	–	3378
2020 Q4	$130K	Buy	+15,000	New	+$125K	﹤0.01%	2302
2018 Q3	–	Sell	-12,671	Closed	-$132K	–	2490
2018 Q2	$132K	Buy	12,671 +1,663	+15%	+$17.8K	﹤0.01%	1969
2018 Q1	$120K	Buy	11,008 +165	+2%	+$1.83K	﹤0.01%	1952
2017 Q4	$124K	Buy	+10,843	New	+$123K	﹤0.01%	2002

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

HighTower Advisors's JRO Position: Q3 2023 in Review

HighTower Advisors sold out of Nuveen Floating Rate Income Opportunty Fund (JRO) in Q3 2023, closing a stake of 60,112 shares — an estimated $472K sold.

HighTower Advisors first reported a position in JRO in Q4 2017 and held it in 5 quarters. The position peaked at $472K in Q2 2023. 2 funds tracked by Wall St. Rank hold JRO as of Q3 2023.

HighTower Advisors reported no remaining Nuveen Floating Rate Income Opportunty Fund position as of Q3 2023 after selling out during the quarter.
HighTower Advisors sold 60,112 Nuveen Floating Rate Income Opportunty Fund shares in Q3 2023, an estimated $472K.
HighTower Advisors first reported a position in Nuveen Floating Rate Income Opportunty Fund in Q4 2017 and held it in 5 quarters.
HighTower Advisors's Nuveen Floating Rate Income Opportunty Fund position peaked at $472K in Q2 2023.
2 funds tracked by Wall St. Rank held Nuveen Floating Rate Income Opportunty Fund as of Q3 2023.

Based on HighTower Advisors's 13F filing for Q3 2023, filed 8 Nov 2023.