PTP
JRO

Platform Technology Partners’s Nuveen Floating Rate Income Opportunty Fund JRO Stock Holding History

Platform Technology 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
2020
Q1 		– Sell
-16,170
Closed -$162K – 216
2019
Q4 		$162K Buy
+16,170
New +$154K 0.12% 163

Other funds holding JRO

SCM
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Morgan Stanley New York $1.66T AUM 25.57% 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
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
RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Platform Technology Partners's JRO Position: Q1 2020 in Review

Platform Technology Partners sold out of Nuveen Floating Rate Income Opportunty Fund (JRO) in Q1 2020, closing a stake of 16,170 shares — an estimated $162K sold.

Platform Technology Partners first reported a position in JRO in Q4 2019 and held it in 1 quarter. The position peaked at $162K in Q4 2019. 84 funds tracked by Wall St. Rank hold JRO as of Q1 2020.

  • Platform Technology Partners reported no remaining Nuveen Floating Rate Income Opportunty Fund position as of Q1 2020 after selling out during the quarter.
  • Platform Technology Partners sold 16,170 Nuveen Floating Rate Income Opportunty Fund shares in Q1 2020, an estimated $162K.
  • Platform Technology Partners first reported a position in Nuveen Floating Rate Income Opportunty Fund in Q4 2019 and held it in 1 quarter.
  • Platform Technology Partners's Nuveen Floating Rate Income Opportunty Fund position peaked at $162K in Q4 2019.
  • 84 funds tracked by Wall St. Rank held Nuveen Floating Rate Income Opportunty Fund as of Q1 2020.

Based on Platform Technology Partners's 13F filing for Q1 2020, filed 30 Nov 2020.