Jaffetilchin Investment Partners’s Nuveen Floating Rate Income Opportunty Fund JRO Stock Holding History

Jaffetilchin Investment Partners’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 Q2	–	Sell	-15,860	Closed	-$132K	–	349
2022 Q1	$132K	Buy	15,860 +366	+2%	+$3.66K	0.02%	311
2021 Q4	$157K	Buy	15,494 +350	+2%	+$3.51K	0.01%	334
2021 Q3	$151K	Sell	15,144 -2,799	-16%	-$27.4K	0.02%	349
2021 Q2	$172K	Buy	17,943 +5,801	+48%	+$55.3K	0.01%	356
2021 Q1	$116K	Buy	+12,142	New	+$112K	0.01%	351
2019 Q1	–	Sell	-109,783	Closed	-$990K	–	326
2018 Q4	$990K	Sell	109,783 -1,707	-2%	-$16.8K	0.25%	54
2018 Q3	$1.15M	Buy	111,490 +6,192	+6%	+$63.3K	0.24%	76
2018 Q2	$1.1M	Buy	105,298 +1,798	+2%	+$19.2K	0.24%	76
2018 Q1	$1.13M	Buy	+103,500	New	+$1.15M	0.25%	65

Other funds holding JRO

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

OCM

Oaktree Capital Management Los Angeles, California $6.56B AUM 42.97% 1-Year Est. Return

AAM

Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return

EVM

Eaton Vance Management Boston, Massachusetts $67.5B AUM 11.44% 1-Year Est. Return

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Jaffetilchin Investment Partners's JRO Position: Q2 2022 in Review

Jaffetilchin Investment Partners sold out of Nuveen Floating Rate Income Opportunty Fund (JRO) in Q2 2022, closing a stake of 15,860 shares — an estimated $132K sold.

Jaffetilchin Investment Partners first reported a position in JRO in Q1 2018 and held it in 9 quarters. The position peaked at $1.15M in Q3 2018. 80 funds tracked by Wall St. Rank hold JRO as of Q2 2022.

Jaffetilchin Investment Partners reported no remaining Nuveen Floating Rate Income Opportunty Fund position as of Q2 2022 after selling out during the quarter.
Jaffetilchin Investment Partners sold 15,860 Nuveen Floating Rate Income Opportunty Fund shares in Q2 2022, an estimated $132K.
Jaffetilchin Investment Partners first reported a position in Nuveen Floating Rate Income Opportunty Fund in Q1 2018 and held it in 9 quarters.
Jaffetilchin Investment Partners's Nuveen Floating Rate Income Opportunty Fund position peaked at $1.15M in Q3 2018.
80 funds tracked by Wall St. Rank held Nuveen Floating Rate Income Opportunty Fund as of Q2 2022.

Based on Jaffetilchin Investment Partners's 13F filing for Q2 2022, filed 15 Aug 2022.