HR
JRO

Howe & Rusling’s Nuveen Floating Rate Income Opportunty Fund JRO Stock Holding History

Howe & Rusling’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
2022
Q1 		– Sell
-1,300
Closed -$13K – 1110
2021
Q4 		$13K Buy
+1,300
New +$13K ﹤0.01% 501

Other funds holding JRO

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
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
EVM
Eaton Vance Management Boston, Massachusetts $67.5B AUM 11.44% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Howe & Rusling's JRO Position: Q1 2022 in Review

Howe & Rusling sold out of Nuveen Floating Rate Income Opportunty Fund (JRO) in Q1 2022, closing a stake of 1,300 shares — an estimated $13K sold.

Howe & Rusling first reported a position in JRO in Q4 2021 and held it in 1 quarter. The position peaked at $13K in Q4 2021. 75 funds tracked by Wall St. Rank hold JRO as of Q1 2022.

  • Howe & Rusling reported no remaining Nuveen Floating Rate Income Opportunty Fund position as of Q1 2022 after selling out during the quarter.
  • Howe & Rusling sold 1,300 Nuveen Floating Rate Income Opportunty Fund shares in Q1 2022, an estimated $13K.
  • Howe & Rusling first reported a position in Nuveen Floating Rate Income Opportunty Fund in Q4 2021 and held it in 1 quarter.
  • Howe & Rusling's Nuveen Floating Rate Income Opportunty Fund position peaked at $13K in Q4 2021.
  • 75 funds tracked by Wall St. Rank held Nuveen Floating Rate Income Opportunty Fund as of Q1 2022.

Based on Howe & Rusling's 13F filing for Q1 2022, filed 10 May 2022.