LWCFA
JRO

Loring Wolcott & Coolidge Fiduciary Advisors’s Nuveen Floating Rate Income Opportunty Fund JRO Stock Holding History

Loring Wolcott & Coolidge Fiduciary 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
2022
Q2 		– Sell
-14
Closed – – 698
2022
Q1 		$0 Hold
14
– – ﹤0.01% 743
2021
Q4 		$0 Hold
14
– – ﹤0.01% 792
2021
Q3 		$0 Hold
14
– – ﹤0.01% 976
2021
Q2 		$0 Buy
+14
New +$134 ﹤0.01% 959

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

Loring Wolcott & Coolidge Fiduciary Advisors's JRO Position: Q2 2022 in Review

Loring Wolcott & Coolidge Fiduciary Advisors sold out of Nuveen Floating Rate Income Opportunty Fund (JRO) in Q2 2022, closing a stake of 14 shares.

Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in JRO in Q2 2021 and held it in 4 quarters. The position peaked at $0 in Q1 2022. 80 funds tracked by Wall St. Rank hold JRO as of Q2 2022.

  • Loring Wolcott & Coolidge Fiduciary Advisors reported no remaining Nuveen Floating Rate Income Opportunty Fund position as of Q2 2022 after selling out during the quarter.
  • Loring Wolcott & Coolidge Fiduciary Advisors sold 14 Nuveen Floating Rate Income Opportunty Fund shares in Q2 2022.
  • Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in Nuveen Floating Rate Income Opportunty Fund in Q2 2021 and held it in 4 quarters.
  • Loring Wolcott & Coolidge Fiduciary Advisors's Nuveen Floating Rate Income Opportunty Fund position peaked at $0 in Q1 2022.
  • 80 funds tracked by Wall St. Rank held Nuveen Floating Rate Income Opportunty Fund as of Q2 2022.

Based on Loring Wolcott & Coolidge Fiduciary Advisors's 13F filing for Q2 2022, filed 26 Jul 2022.