Lido Advisors
JRO

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

Lido 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
Q2 		– Sell
-18,408
Closed -$148K – 1320
2023
Q1 		$148K Buy
+18,408
New +$151K ﹤0.01% 1051
2020
Q4 		– Sell
-59,286
Closed -$489K – 868
2020
Q3 		$489K Buy
+59,286
New +$479K 0.01% 384

Other funds holding JRO

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
OCM
Oaktree Capital Management Los Angeles, California $6.56B AUM 42.97% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
COLIM
City of London Investment Management London, United Kingdom $1.38B AUM 42.43% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
LSC
Logan Stone Capital Chicago, Illinois $360M AUM 9.71% 1-Year Est. Return

Lido Advisors's JRO Position: Q2 2023 in Review

Lido Advisors sold out of Nuveen Floating Rate Income Opportunty Fund (JRO) in Q2 2023, closing a stake of 18,408 shares — an estimated $148K sold.

Lido Advisors first reported a position in JRO in Q3 2020 and held it in 2 quarters. The position peaked at $489K in Q3 2020. 96 funds tracked by Wall St. Rank hold JRO as of Q2 2023.

  • Lido Advisors reported no remaining Nuveen Floating Rate Income Opportunty Fund position as of Q2 2023 after selling out during the quarter.
  • Lido Advisors sold 18,408 Nuveen Floating Rate Income Opportunty Fund shares in Q2 2023, an estimated $148K.
  • Lido Advisors first reported a position in Nuveen Floating Rate Income Opportunty Fund in Q3 2020 and held it in 2 quarters.
  • Lido Advisors's Nuveen Floating Rate Income Opportunty Fund position peaked at $489K in Q3 2020.
  • 96 funds tracked by Wall St. Rank held Nuveen Floating Rate Income Opportunty Fund as of Q2 2023.

Based on Lido Advisors's 13F filing for Q2 2023, filed 9 Aug 2023.