ME
JRO

McIlrath & Eck’s Nuveen Floating Rate Income Opportunty Fund JRO Stock Holding History

McIlrath & Eck’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
Q3 		– Sell
-1,647
Closed -$12.8K – 915
2023
Q2 		$12.8K Hold
1,647
– – ﹤0.01% 511
2023
Q1 		$13.2K Hold
1,647
– – ﹤0.01% 494
2022
Q4 		$12.9K Hold
1,647
– – ﹤0.01% 485
2022
Q3 		$13K Hold
1,647
– – ﹤0.01% 484
2022
Q2 		$13K Buy
1,647
+597
+57% +$5.36K ﹤0.01% 470
2022
Q1 		$11K Sell
1,050
-250
-19% -$2.5K ﹤0.01% 520
2021
Q4 		$13K Buy
1,300
+1,050
+420% +$10.5K ﹤0.01% 497
2021
Q3 		$2K Sell
250
-1,050
-81% -$10.3K ﹤0.01% 748
2021
Q2 		$13K Hold
1,300
– – ﹤0.01% 488
2021
Q1 		$12K Buy
1,300
+1,050
+420% +$9.73K ﹤0.01% 463
2020
Q4 		$2K Hold
250
– – ﹤0.01% 642
2020
Q3 		$2K Buy
+250
New +$2.02K ﹤0.01% 622

Other funds holding JRO

BCMLT
Beacon Capital Management LLC (Tennessee) Franklin, Tennessee $567M AUM 16.01% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $4.82B AUM 20.19% 1-Year Est. Return
HNB
Huntington National Bank Columbus, Ohio $18.1B AUM 24.69% 1-Year Est. Return

McIlrath & Eck's JRO Position: Q3 2023 in Review

McIlrath & Eck sold out of Nuveen Floating Rate Income Opportunty Fund (JRO) in Q3 2023, closing a stake of 1,647 shares — an estimated $12.8K sold.

McIlrath & Eck first reported a position in JRO in Q3 2020 and held it in 12 quarters. The position peaked at $13.2K in Q1 2023. 2 funds tracked by Wall St. Rank hold JRO as of Q3 2023.

  • McIlrath & Eck reported no remaining Nuveen Floating Rate Income Opportunty Fund position as of Q3 2023 after selling out during the quarter.
  • McIlrath & Eck sold 1,647 Nuveen Floating Rate Income Opportunty Fund shares in Q3 2023, an estimated $12.8K.
  • McIlrath & Eck first reported a position in Nuveen Floating Rate Income Opportunty Fund in Q3 2020 and held it in 12 quarters.
  • McIlrath & Eck's Nuveen Floating Rate Income Opportunty Fund position peaked at $13.2K in Q1 2023.
  • 2 funds tracked by Wall St. Rank held Nuveen Floating Rate Income Opportunty Fund as of Q3 2023.

Based on McIlrath & Eck's 13F filing for Q3 2023, filed 16 Nov 2023.