VWA
JRO

V Wealth Advisors’s Nuveen Floating Rate Income Opportunty Fund JRO Stock Holding History

V Wealth 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
Q3 		– Sell
-800
Closed -$9K – 840
2017
Q2 		$9K Buy
+800
New +$9.43K ﹤0.01% 596

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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
FFS
Founders Financial Securities Towson, Maryland $1.77B AUM 17.63% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

V Wealth Advisors's JRO Position: Q3 2017 in Review

V Wealth Advisors sold out of Nuveen Floating Rate Income Opportunty Fund (JRO) in Q3 2017, closing a stake of 800 shares — an estimated $9K sold.

V Wealth Advisors first reported a position in JRO in Q2 2017 and held it in 1 quarter. The position peaked at $9K in Q2 2017. 60 funds tracked by Wall St. Rank hold JRO as of Q3 2017.

  • V Wealth Advisors reported no remaining Nuveen Floating Rate Income Opportunty Fund position as of Q3 2017 after selling out during the quarter.
  • V Wealth Advisors sold 800 Nuveen Floating Rate Income Opportunty Fund shares in Q3 2017, an estimated $9K.
  • V Wealth Advisors first reported a position in Nuveen Floating Rate Income Opportunty Fund in Q2 2017 and held it in 1 quarter.
  • V Wealth Advisors's Nuveen Floating Rate Income Opportunty Fund position peaked at $9K in Q2 2017.
  • 60 funds tracked by Wall St. Rank held Nuveen Floating Rate Income Opportunty Fund as of Q3 2017.

Based on V Wealth Advisors's 13F filing for Q3 2017, filed 12 Oct 2017.