Sound Income Strategies’s Nuveen Floating Rate Income Opportunty Fund JRO Stock Holding History

Sound Income Strategies’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
2021 Q1	–	Sell	-43	Closed	–	–	1085
2020 Q4	$0	Hold	43	–	–	﹤0.01%	987
2020 Q3	$0	Hold	43	–	–	﹤0.01%	978
2020 Q2	$0	Hold	43	–	–	﹤0.01%	925
2020 Q1	$0	Hold	43	–	–	﹤0.01%	930
2019 Q4	$0	Hold	43	–	–	﹤0.01%	821
2019 Q3	$0	Hold	43	–	–	﹤0.01%	808
2019 Q2	$0	Hold	43	–	–	﹤0.01%	814
2019 Q1	$0	Hold	43	–	–	﹤0.01%	856
2018 Q4	$0	Hold	43	–	–	﹤0.01%	869
2018 Q3	$0	Hold	43	–	–	﹤0.01%	927
2018 Q2	$0	Hold	43	–	–	﹤0.01%	850
2018 Q1	$0	Hold	43	–	–	﹤0.01%	706
2017 Q4	$0	Buy	+43	New	+$486	﹤0.01%	609

Other funds holding JRO

SCM

Saba Capital Management New York $3.62B AUM 13% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Lindbrook Capital Calabasas, California $1.08B AUM 10.14% 1-Year Est. Return

KKRC

Kohlberg Kravis Roberts & Co New York $5.35B AUM 63.01% 1-Year Est. Return

SIA

Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return

Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return

Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return

CIA

Capital Investment Advisors Atlanta, Georgia $6.84B AUM 17.28% 1-Year Est. Return

AAM

Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return

Sound Income Strategies's JRO Position: Q1 2021 in Review

Sound Income Strategies sold out of Nuveen Floating Rate Income Opportunty Fund (JRO) in Q1 2021, closing a stake of 43 shares.

Sound Income Strategies first reported a position in JRO in Q4 2017 and held it in 13 quarters. The position peaked at $0 in Q4 2020. 85 funds tracked by Wall St. Rank hold JRO as of Q1 2021.

Sound Income Strategies reported no remaining Nuveen Floating Rate Income Opportunty Fund position as of Q1 2021 after selling out during the quarter.
Sound Income Strategies sold 43 Nuveen Floating Rate Income Opportunty Fund shares in Q1 2021.
Sound Income Strategies first reported a position in Nuveen Floating Rate Income Opportunty Fund in Q4 2017 and held it in 13 quarters.
Sound Income Strategies's Nuveen Floating Rate Income Opportunty Fund position peaked at $0 in Q4 2020.
85 funds tracked by Wall St. Rank held Nuveen Floating Rate Income Opportunty Fund as of Q1 2021.

Based on Sound Income Strategies's 13F filing for Q1 2021, filed 14 Apr 2021.