PFPT
JRO

Pinnacle Financial Partners (Tennessee)’s Nuveen Floating Rate Income Opportunty Fund JRO Stock Holding History

Pinnacle Financial Partners (Tennessee)’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
2018
Q3 		– Sell
-433
Closed -$5K – 450
2018
Q2 		$5K Hold
433
– – ﹤0.01% 389
2018
Q1 		$5K Buy
+433
New +$4.81K ﹤0.01% 394

Other funds holding JRO

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GC
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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
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
LCM
Laurion Capital Management New York $2.29B AUM 75.73% 1-Year Est. Return
TJHA
Thomas J. Herzfeld Advisors Miami Beach, Florida $294M AUM 2.62% 1-Year Est. Return
RCM
Robinson Capital Management Grosse Pointe Farms, Michigan $239M AUM 0.62% 1-Year Est. Return
EVM
Eaton Vance Management Boston, Massachusetts $67.5B AUM 11.44% 1-Year Est. Return

Pinnacle Financial Partners (Tennessee)'s JRO Position: Q3 2018 in Review

Pinnacle Financial Partners (Tennessee) sold out of Nuveen Floating Rate Income Opportunty Fund (JRO) in Q3 2018, closing a stake of 433 shares — an estimated $5K sold.

Pinnacle Financial Partners (Tennessee) first reported a position in JRO in Q1 2018 and held it in 2 quarters. The position peaked at $5K in Q2 2018. 81 funds tracked by Wall St. Rank hold JRO as of Q3 2018.

  • Pinnacle Financial Partners (Tennessee) reported no remaining Nuveen Floating Rate Income Opportunty Fund position as of Q3 2018 after selling out during the quarter.
  • Pinnacle Financial Partners (Tennessee) sold 433 Nuveen Floating Rate Income Opportunty Fund shares in Q3 2018, an estimated $5K.
  • Pinnacle Financial Partners (Tennessee) first reported a position in Nuveen Floating Rate Income Opportunty Fund in Q1 2018 and held it in 2 quarters.
  • Pinnacle Financial Partners (Tennessee)'s Nuveen Floating Rate Income Opportunty Fund position peaked at $5K in Q2 2018.
  • 81 funds tracked by Wall St. Rank held Nuveen Floating Rate Income Opportunty Fund as of Q3 2018.

Based on Pinnacle Financial Partners (Tennessee)'s 13F filing for Q3 2018, filed 31 Oct 2018.