HFS
JRO

Horizon Financial Services’s Nuveen Floating Rate Income Opportunty Fund JRO Stock Holding History

Horizon Financial Services’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
-788
Closed -$7K – 144
2020
Q4 		$7K Hold
788
– – 0.01% 62
2020
Q3 		$6K Buy
+788
New +$6.37K 0.01% 64

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

Horizon Financial Services's JRO Position: Q1 2021 in Review

Horizon Financial Services sold out of Nuveen Floating Rate Income Opportunty Fund (JRO) in Q1 2021, closing a stake of 788 shares — an estimated $7K sold.

Horizon Financial Services first reported a position in JRO in Q3 2020 and held it in 2 quarters. The position peaked at $7K in Q4 2020. 85 funds tracked by Wall St. Rank hold JRO as of Q1 2021.

  • Horizon Financial Services reported no remaining Nuveen Floating Rate Income Opportunty Fund position as of Q1 2021 after selling out during the quarter.
  • Horizon Financial Services sold 788 Nuveen Floating Rate Income Opportunty Fund shares in Q1 2021, an estimated $7K.
  • Horizon Financial Services first reported a position in Nuveen Floating Rate Income Opportunty Fund in Q3 2020 and held it in 2 quarters.
  • Horizon Financial Services's Nuveen Floating Rate Income Opportunty Fund position peaked at $7K in Q4 2020.
  • 85 funds tracked by Wall St. Rank held Nuveen Floating Rate Income Opportunty Fund as of Q1 2021.

Based on Horizon Financial Services's 13F filing for Q1 2021, filed 21 Apr 2021.