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

Optimum Investment 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
2017 Q4	–	Sell	-10,000	Closed	-$118K	–	320
2017 Q3	$118K	Hold	10,000	–	–	0.04%	292
2017 Q2	$117K	Hold	10,000	–	–	0.04%	288
2017 Q1	$118K	Hold	10,000	–	–	0.04%	280
2016 Q4	$122K	Hold	10,000	–	–	0.05%	267
2016 Q3	$111K	Hold	10,000	–	–	0.04%	281
2016 Q2	$103K	Hold	10,000	–	–	0.04%	268
2016 Q1	$99K	Hold	10,000	–	–	0.04%	260
2015 Q4	$98K	Hold	10,000	–	–	0.04%	268
2015 Q3	$100K	Buy	+10,000	New	+$105K	0.04%	265
2015 Q1	$116K	Hold	10,000	–	–	0.04%	356
2014 Q4	$113K	Hold	10,000	–	–	0.04%	343
2014 Q3	$114K	Buy	10,000 +3,000	+43%	+$36.2K	0.04%	333
2014 Q2	$87K	Hold	7,000	–	–	0.03%	368
2014 Q1	$85K	Hold	7,000	–	–	0.03%	326
2013 Q4	$85K	Hold	7,000	–	–	0.03%	315
2013 Q3	$87K	Buy	+7,000	New	+$87.4K	0.04%	297

Other funds holding JRO

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return

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

EVM

Eaton Vance Management Boston, Massachusetts $67.5B AUM 11.44% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

FFS

Founders Financial Securities Towson, Maryland $1.77B AUM 17.63% 1-Year Est. Return

Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

Optimum Investment Advisors's JRO Position: Q4 2017 in Review

Optimum Investment Advisors sold out of Nuveen Floating Rate Income Opportunty Fund (JRO) in Q4 2017, closing a stake of 10,000 shares — an estimated $118K sold.

Optimum Investment Advisors first reported a position in JRO in Q3 2013 and held it in 16 quarters. The position peaked at $122K in Q4 2016. 74 funds tracked by Wall St. Rank hold JRO as of Q4 2017.

Optimum Investment Advisors reported no remaining Nuveen Floating Rate Income Opportunty Fund position as of Q4 2017 after selling out during the quarter.
Optimum Investment Advisors sold 10,000 Nuveen Floating Rate Income Opportunty Fund shares in Q4 2017, an estimated $118K.
Optimum Investment Advisors first reported a position in Nuveen Floating Rate Income Opportunty Fund in Q3 2013 and held it in 16 quarters.
Optimum Investment Advisors's Nuveen Floating Rate Income Opportunty Fund position peaked at $122K in Q4 2016.
74 funds tracked by Wall St. Rank held Nuveen Floating Rate Income Opportunty Fund as of Q4 2017.

Based on Optimum Investment Advisors's 13F filing for Q4 2017, filed 16 Jan 2018.