PWP
JRO

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

Personal Wealth Partners’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
2019
Q3 		– Sell
-6,874
Closed -$67K – 744
2019
Q2 		$67K Buy
+6,874
New +$67.1K 0.03% 119

Other funds holding JRO

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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 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
LC
Lindbrook Capital Calabasas, California $1.08B AUM 10.14% 1-Year Est. Return
EVM
Eaton Vance Management Boston, Massachusetts $67.5B AUM 11.44% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Personal Wealth Partners's JRO Position: Q3 2019 in Review

Personal Wealth Partners sold out of Nuveen Floating Rate Income Opportunty Fund (JRO) in Q3 2019, closing a stake of 6,874 shares — an estimated $67K sold.

Personal Wealth Partners first reported a position in JRO in Q2 2019 and held it in 1 quarter. The position peaked at $67K in Q2 2019. 90 funds tracked by Wall St. Rank hold JRO as of Q3 2019.

  • Personal Wealth Partners reported no remaining Nuveen Floating Rate Income Opportunty Fund position as of Q3 2019 after selling out during the quarter.
  • Personal Wealth Partners sold 6,874 Nuveen Floating Rate Income Opportunty Fund shares in Q3 2019, an estimated $67K.
  • Personal Wealth Partners first reported a position in Nuveen Floating Rate Income Opportunty Fund in Q2 2019 and held it in 1 quarter.
  • Personal Wealth Partners's Nuveen Floating Rate Income Opportunty Fund position peaked at $67K in Q2 2019.
  • 90 funds tracked by Wall St. Rank held Nuveen Floating Rate Income Opportunty Fund as of Q3 2019.

Based on Personal Wealth Partners's 13F filing for Q3 2019, filed 22 Oct 2019.