MA
JRO

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

Mutual 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
2020
Q3 		– Sell
-14,419
Closed -$113K – 719
2020
Q2 		$113K Sell
14,419
-5,243
-27% -$40.3K 0.01% 630
2020
Q1 		$146K Sell
19,662
-352
-2% -$3.21K 0.02% 519
2019
Q4 		$200K Sell
20,014
-921
-4% -$8.79K 0.02% 564
2019
Q3 		$200K Buy
20,935
+4,992
+31% +$48K 0.03% 509
2019
Q2 		$155K Buy
15,943
+1,451
+10% +$14.2K 0.02% 542
2019
Q1 		$139K Buy
14,492
+179
+1% +$1.75K 0.02% 462
2018
Q4 		$129K Sell
14,313
-2,191
-13% -$21.5K 0.03% 415
2018
Q3 		$170K Buy
16,504
+276
+2% +$2.82K 0.03% 462
2018
Q2 		$169K Buy
16,228
+277
+2% +$2.96K 0.04% 407
2018
Q1 		$174K Sell
15,951
-6,018
-27% -$66.8K 0.04% 381
2017
Q4 		$250K Buy
+21,969
New +$248K 0.09% 239

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
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
LC
Lindbrook Capital Calabasas, California $1.08B AUM 10.14% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
EVM
Eaton Vance Management Boston, Massachusetts $67.5B AUM 11.44% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 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

Mutual Advisors's JRO Position: Q3 2020 in Review

Mutual Advisors sold out of Nuveen Floating Rate Income Opportunty Fund (JRO) in Q3 2020, closing a stake of 14,419 shares — an estimated $113K sold.

Mutual Advisors first reported a position in JRO in Q4 2017 and held it in 11 quarters. The position peaked at $250K in Q4 2017. 84 funds tracked by Wall St. Rank hold JRO as of Q3 2020.

  • Mutual Advisors reported no remaining Nuveen Floating Rate Income Opportunty Fund position as of Q3 2020 after selling out during the quarter.
  • Mutual Advisors sold 14,419 Nuveen Floating Rate Income Opportunty Fund shares in Q3 2020, an estimated $113K.
  • Mutual Advisors first reported a position in Nuveen Floating Rate Income Opportunty Fund in Q4 2017 and held it in 11 quarters.
  • Mutual Advisors's Nuveen Floating Rate Income Opportunty Fund position peaked at $250K in Q4 2017.
  • 84 funds tracked by Wall St. Rank held Nuveen Floating Rate Income Opportunty Fund as of Q3 2020.

Based on Mutual Advisors's 13F filing for Q3 2020, filed 13 Nov 2020.