TIA
JRO

Tiemann Investment Advisors’s Nuveen Floating Rate Income Opportunty Fund JRO Stock Holding History

Tiemann 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
2020
Q1 		– Sell
-22,320
Closed -$223K – 185
2019
Q4 		$223K Hold
22,320
– – 0.15% 166
2019
Q3 		$213K Sell
22,320
-400
-2% -$3.85K 0.15% 167
2019
Q2 		$221K Hold
22,720
– – 0.16% 171
2019
Q1 		$218K Sell
22,720
-850
-4% -$8.33K 0.17% 163
2018
Q4 		$213K Hold
23,570
– – 0.19% 149
2018
Q3 		$243K Sell
23,570
-2,750
-10% -$28.1K 0.18% 152
2018
Q2 		$274K Hold
26,320
– – 0.22% 134
2018
Q1 		$287K Sell
26,320
-5,000
-16% -$55.5K 0.23% 121
2017
Q4 		$357K Buy
31,320
+1,800
+6% +$20.3K 0.28% 107
2017
Q3 		$349K Hold
29,520
– – 0.3% 107
2017
Q2 		$345K Buy
29,520
+6,250
+27% +$73.7K 0.31% 102
2017
Q1 		$273K Buy
23,270
+3,500
+18% +$42.7K 0.25% 123
2016
Q4 		$241K Sell
19,770
-3,948
-17% -$45.4K 0.24% 126
2016
Q3 		$262K Buy
23,718
+96
+0.4% +$1.03K 0.24% 130
2016
Q2 		$242K Buy
23,622
+105
+0.4% +$1.07K 0.23% 135
2016
Q1 		$233K Buy
23,517
+76
+0.3% +$710 0.23% 136
2015
Q4 		$230K Sell
23,441
-861
-4% -$8.47K 0.23% 138
2015
Q3 		$242K Buy
24,302
+94
+0.4% +$990 0.26% 130
2015
Q2 		$261K Buy
24,208
+85
+0.4% +$973 0.27% 119
2015
Q1 		$281K Sell
24,123
-943
-4% -$10.7K 0.29% 112
2014
Q4 		$282K Sell
25,066
-17,538
-41% -$197K 0.3% 107
2014
Q3 		$485K Sell
42,604
-674
-2% -$8.13K 0.54% 59
2014
Q2 		$538K Buy
43,278
+77
+0.2% +$942 0.6% 55
2014
Q1 		$527K Buy
43,201
+2,514
+6% +$30.5K 0.59% 57
2013
Q4 		$496K Buy
+40,687
New +$490K 0.59% 57

Other funds holding JRO

SCM
Saba Capital Management New York $3.62B AUM 13% 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
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

Tiemann Investment Advisors's JRO Position: Q1 2020 in Review

Tiemann Investment Advisors sold out of Nuveen Floating Rate Income Opportunty Fund (JRO) in Q1 2020, closing a stake of 22,320 shares — an estimated $223K sold.

Tiemann Investment Advisors first reported a position in JRO in Q4 2013 and held it in 25 quarters. The position peaked at $538K in Q2 2014. 84 funds tracked by Wall St. Rank hold JRO as of Q1 2020.

  • Tiemann Investment Advisors reported no remaining Nuveen Floating Rate Income Opportunty Fund position as of Q1 2020 after selling out during the quarter.
  • Tiemann Investment Advisors sold 22,320 Nuveen Floating Rate Income Opportunty Fund shares in Q1 2020, an estimated $223K.
  • Tiemann Investment Advisors first reported a position in Nuveen Floating Rate Income Opportunty Fund in Q4 2013 and held it in 25 quarters.
  • Tiemann Investment Advisors's Nuveen Floating Rate Income Opportunty Fund position peaked at $538K in Q2 2014.
  • 84 funds tracked by Wall St. Rank held Nuveen Floating Rate Income Opportunty Fund as of Q1 2020.

Based on Tiemann Investment Advisors's 13F filing for Q1 2020, filed 15 May 2020.