IAA
JRO

Independent Advisor Alliance’s Nuveen Floating Rate Income Opportunty Fund JRO Stock Holding History

Independent Advisor Alliance’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
2017
Q2 		– Sell
-12,877
Closed -$151K – 439
2017
Q1 		$151K Buy
+12,877
New +$157K 0.02% 387

Other funds holding JRO

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
EVM
Eaton Vance Management Boston, Massachusetts $67.5B AUM 11.44% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
FFS
Founders Financial Securities Towson, Maryland $1.77B AUM 17.63% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

Independent Advisor Alliance's JRO Position: Q2 2017 in Review

Independent Advisor Alliance sold out of Nuveen Floating Rate Income Opportunty Fund (JRO) in Q2 2017, closing a stake of 12,877 shares — an estimated $151K sold.

Independent Advisor Alliance first reported a position in JRO in Q1 2017 and held it in 1 quarter. The position peaked at $151K in Q1 2017. 67 funds tracked by Wall St. Rank hold JRO as of Q2 2017.

  • Independent Advisor Alliance reported no remaining Nuveen Floating Rate Income Opportunty Fund position as of Q2 2017 after selling out during the quarter.
  • Independent Advisor Alliance sold 12,877 Nuveen Floating Rate Income Opportunty Fund shares in Q2 2017, an estimated $151K.
  • Independent Advisor Alliance first reported a position in Nuveen Floating Rate Income Opportunty Fund in Q1 2017 and held it in 1 quarter.
  • Independent Advisor Alliance's Nuveen Floating Rate Income Opportunty Fund position peaked at $151K in Q1 2017.
  • 67 funds tracked by Wall St. Rank held Nuveen Floating Rate Income Opportunty Fund as of Q2 2017.

Based on Independent Advisor Alliance's 13F filing for Q2 2017, filed 14 Aug 2017.