SEIA
JRO

Signature Estate & Investment Advisors’s Nuveen Floating Rate Income Opportunty Fund JRO Stock Holding History

Signature Estate & 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
-50,675
Closed -$599K – 168
2017
Q3 		$599K Hold
50,675
– – 0.07% 105
2017
Q2 		$591K Buy
50,675
+29,980
+145% +$353K 0.07% 85
2017
Q1 		$243K Buy
+20,695
New +$253K 0.03% 134

Other funds holding JRO

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
Morgan Stanley
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
Invesco
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 $1.95B AUM 22.17% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

Signature Estate & Investment Advisors's JRO Position: Q4 2017 in Review

Signature Estate & Investment Advisors sold out of Nuveen Floating Rate Income Opportunty Fund (JRO) in Q4 2017, closing a stake of 50,675 shares — an estimated $599K sold.

Signature Estate & Investment Advisors first reported a position in JRO in Q1 2017 and held it in 3 quarters. The position peaked at $599K in Q3 2017. 74 funds tracked by Wall St. Rank hold JRO as of Q4 2017.

  • Signature Estate & Investment Advisors reported no remaining Nuveen Floating Rate Income Opportunty Fund position as of Q4 2017 after selling out during the quarter.
  • Signature Estate & Investment Advisors sold 50,675 Nuveen Floating Rate Income Opportunty Fund shares in Q4 2017, an estimated $599K.
  • Signature Estate & Investment Advisors first reported a position in Nuveen Floating Rate Income Opportunty Fund in Q1 2017 and held it in 3 quarters.
  • Signature Estate & Investment Advisors's Nuveen Floating Rate Income Opportunty Fund position peaked at $599K in Q3 2017.
  • 74 funds tracked by Wall St. Rank held Nuveen Floating Rate Income Opportunty Fund as of Q4 2017.

Based on Signature Estate & Investment Advisors's 13F filing for Q4 2017, filed 2 Feb 2018.