SFS
JRO

Sowell Financial Services’s Nuveen Floating Rate Income Opportunty Fund JRO Stock Holding History

Sowell Financial Services’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
2019
Q4 		– Sell
-3,147
Closed -$30K – 2760
2019
Q3 		$30K Buy
+3,147
New +$30.3K ﹤0.01% 1151

Other funds holding JRO

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
LC
Lindbrook Capital Calabasas, California $1.08B AUM 10.14% 1-Year Est. Return
EVM
Eaton Vance Management Boston, Massachusetts $67.5B AUM 11.44% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
CIA
Capital Investment Advisors Atlanta, Georgia $7.59B AUM 23.38% 1-Year Est. Return
MC
Matisse Capital Portland, Oregon $250M AUM 26.81% 1-Year Est. Return

Sowell Financial Services's JRO Position: Q4 2019 in Review

Sowell Financial Services sold out of Nuveen Floating Rate Income Opportunty Fund (JRO) in Q4 2019, closing a stake of 3,147 shares — an estimated $30K sold.

Sowell Financial Services first reported a position in JRO in Q3 2019 and held it in 1 quarter. The position peaked at $30K in Q3 2019. 90 funds tracked by Wall St. Rank hold JRO as of Q4 2019.

  • Sowell Financial Services reported no remaining Nuveen Floating Rate Income Opportunty Fund position as of Q4 2019 after selling out during the quarter.
  • Sowell Financial Services sold 3,147 Nuveen Floating Rate Income Opportunty Fund shares in Q4 2019, an estimated $30K.
  • Sowell Financial Services first reported a position in Nuveen Floating Rate Income Opportunty Fund in Q3 2019 and held it in 1 quarter.
  • Sowell Financial Services's Nuveen Floating Rate Income Opportunty Fund position peaked at $30K in Q3 2019.
  • 90 funds tracked by Wall St. Rank held Nuveen Floating Rate Income Opportunty Fund as of Q4 2019.

Based on Sowell Financial Services's 13F filing for Q4 2019, filed 7 Feb 2020.