Princeton Global Asset Management’s Nuveen Floating Rate Income Opportunty Fund JRO Stock Holding History

Princeton Global Asset Management’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
2023 Q3	–	Sell	-1,040	Closed	-$8.11K	–	616
2023 Q2	$8.11K	Hold	1,040	–	–	﹤0.01%	431
2023 Q1	$8.34K	Hold	1,040	–	–	﹤0.01%	427
2022 Q4	$8K	Hold	1,040	–	–	﹤0.01%	423
2022 Q3	$8K	Hold	1,040	–	–	﹤0.01%	416
2022 Q2	$8K	Hold	1,040	–	–	﹤0.01%	430
2022 Q1	$11K	Hold	1,040	–	–	﹤0.01%	441
2021 Q4	$11K	Hold	1,040	–	–	﹤0.01%	404
2021 Q3	$10K	Hold	1,040	–	–	﹤0.01%	410
2021 Q2	$10K	Sell	1,040 -1,060	-50%	-$10.1K	﹤0.01%	418
2021 Q1	$20K	Hold	2,100	–	–	0.01%	330
2020 Q4	$18K	Hold	2,100	–	–	0.01%	341
2020 Q3	$17K	Hold	2,100	–	–	0.01%	315
2020 Q2	$16K	Buy	+2,100	New	+$16.1K	0.01%	380

Other funds holding JRO

BCMLT

Beacon Capital Management LLC (Tennessee) Franklin, Tennessee $567M AUM 16.01% 1-Year Est. Return

IFP Advisors Tampa, Florida $4.82B AUM 20.19% 1-Year Est. Return

HNB

Huntington National Bank Columbus, Ohio $18.1B AUM 24.69% 1-Year Est. Return

Princeton Global Asset Management's JRO Position: Q3 2023 in Review

Princeton Global Asset Management sold out of Nuveen Floating Rate Income Opportunty Fund (JRO) in Q3 2023, closing a stake of 1,040 shares — an estimated $8.11K sold.

Princeton Global Asset Management first reported a position in JRO in Q2 2020 and held it in 13 quarters. The position peaked at $20K in Q1 2021. 2 funds tracked by Wall St. Rank hold JRO as of Q3 2023.

Princeton Global Asset Management reported no remaining Nuveen Floating Rate Income Opportunty Fund position as of Q3 2023 after selling out during the quarter.
Princeton Global Asset Management sold 1,040 Nuveen Floating Rate Income Opportunty Fund shares in Q3 2023, an estimated $8.11K.
Princeton Global Asset Management first reported a position in Nuveen Floating Rate Income Opportunty Fund in Q2 2020 and held it in 13 quarters.
Princeton Global Asset Management's Nuveen Floating Rate Income Opportunty Fund position peaked at $20K in Q1 2021.
2 funds tracked by Wall St. Rank held Nuveen Floating Rate Income Opportunty Fund as of Q3 2023.

Based on Princeton Global Asset Management's 13F filing for Q3 2023, filed 27 Oct 2023.