MW
JRO

MBL Wealth’s Nuveen Floating Rate Income Opportunty Fund JRO Stock Holding History

MBL Wealth’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
2021
Q1 		$95K Hold
10,000
– – 0.03% 154
2020
Q4 		$94K Buy
+10,000
New +$83.3K 0.04% 124

Other funds holding JRO

SCM
Saba Capital Management New York $3.62B AUM 13% 1-Year Est. Return
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
LC
Lindbrook Capital Calabasas, California $1.08B AUM 10.14% 1-Year Est. Return
KKRC
Kohlberg Kravis Roberts & Co New York $5.35B AUM 63.01% 1-Year Est. Return
SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
CIA
Capital Investment Advisors Atlanta, Georgia $6.84B AUM 17.28% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return

MBL Wealth's JRO Position: Q1 2021 in Review

MBL Wealth held its Nuveen Floating Rate Income Opportunty Fund (JRO) position steady in Q1 2021 at 10,000 shares worth $95K. The position accounts for 0.03% of the portfolio, ranked #154.

MBL Wealth first reported a position in JRO in Q4 2020 and has held it in 2 quarters since. 85 funds tracked by Wall St. Rank hold JRO as of Q1 2021.

  • MBL Wealth held 10,000 shares of Nuveen Floating Rate Income Opportunty Fund worth $95K as of Q1 2021.
  • MBL Wealth left its Nuveen Floating Rate Income Opportunty Fund share count unchanged in Q1 2021.
  • Nuveen Floating Rate Income Opportunty Fund made up 0.03% of MBL Wealth's portfolio in Q1 2021, its #154 holding.
  • MBL Wealth first reported a position in Nuveen Floating Rate Income Opportunty Fund in Q4 2020 and has held it in 2 quarters since.
  • 85 funds tracked by Wall St. Rank held Nuveen Floating Rate Income Opportunty Fund as of Q1 2021.

Based on MBL Wealth's 13F filing for Q1 2021, filed 27 May 2021.