TRCT
JRO

Tower Research Capital (TRC)’s Nuveen Floating Rate Income Opportunty Fund JRO Stock Holding History

Tower Research Capital (TRC)’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
Q1 		– Sell
-12
Closed – – 6816
2022
Q4 		$0 Buy
+12
New +$97 ﹤0.01% 6973
2020
Q2 		– Sell
-3,543
Closed -$26K – 5210
2020
Q1 		$26K Sell
3,543
-3,434
-49% -$31.3K ﹤0.01% 1602
2019
Q4 		$70K Buy
+6,977
New +$66.6K 0.01% 1139
2019
Q1 		– Sell
-1,222
Closed -$11K – 4745
2018
Q4 		$11K Sell
1,222
-4,483
-79% -$44.1K ﹤0.01% 2441
2018
Q3 		$59K Buy
+5,705
New +$58.4K ﹤0.01% 1669
2015
Q3 		– Sell
-8,000
Closed -$86K – 5613
2015
Q2 		$86K Buy
8,000
+7,680
+2,400% +$87.9K 0.01% 970
2015
Q1 		$4K Buy
+320
New +$3.63K ﹤0.01% 3507
2014
Q3 		– Sell
-100
Closed -$1K – 5457
2014
Q2 		$1K Sell
100
-36
-26% -$440 ﹤0.01% 3920
2014
Q1 		$2K Sell
136
-3,064
-96% -$37.2K ﹤0.01% 4059
2013
Q4 		$39K Buy
3,200
+3,000
+1,500% +$36.1K 0.01% 1624
2013
Q3 		$2K Buy
+200
New +$2.5K ﹤0.01% 4240

Other funds holding JRO

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
OCM
Oaktree Capital Management Los Angeles, California $6.56B AUM 42.97% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
COLIM
City of London Investment Management London, United Kingdom $1.38B AUM 42.43% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return

Tower Research Capital (TRC)'s JRO Position: Q1 2023 in Review

Tower Research Capital (TRC) sold out of Nuveen Floating Rate Income Opportunty Fund (JRO) in Q1 2023, closing a stake of 12 shares.

Tower Research Capital (TRC) first reported a position in JRO in Q3 2013 and held it in 11 quarters. The position peaked at $86K in Q2 2015. 95 funds tracked by Wall St. Rank hold JRO as of Q1 2023.

  • Tower Research Capital (TRC) reported no remaining Nuveen Floating Rate Income Opportunty Fund position as of Q1 2023 after selling out during the quarter.
  • Tower Research Capital (TRC) sold 12 Nuveen Floating Rate Income Opportunty Fund shares in Q1 2023.
  • Tower Research Capital (TRC) first reported a position in Nuveen Floating Rate Income Opportunty Fund in Q3 2013 and held it in 11 quarters.
  • Tower Research Capital (TRC)'s Nuveen Floating Rate Income Opportunty Fund position peaked at $86K in Q2 2015.
  • 95 funds tracked by Wall St. Rank held Nuveen Floating Rate Income Opportunty Fund as of Q1 2023.

Based on Tower Research Capital (TRC)'s 13F filing for Q1 2023, filed 9 May 2023.