WP
JRO

WealthPLAN Partners’s Nuveen Floating Rate Income Opportunty Fund JRO Stock Holding History

WealthPLAN Partners’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
2016
Q3 		$17.7K Hold
1,595
– – 0.01% 504
2016
Q2 		$16.4K Buy
+1,595
New +$16.3K ﹤0.01% 1511

Other funds holding JRO

JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
CIA
Capital Investment Advisors Atlanta, Georgia $7.59B AUM 23.38% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
EVM
Eaton Vance Management Boston, Massachusetts $67.5B AUM 11.44% 1-Year Est. Return
FFA
First Foundation Advisors Irvine, California $2.78B AUM 23.76% 1-Year Est. Return
YMRC
Yorktown Management & Research Company Forest, Virginia $163M AUM 68.53% 1-Year Est. Return

WealthPLAN Partners's JRO Position: Q3 2016 in Review

WealthPLAN Partners held its Nuveen Floating Rate Income Opportunty Fund (JRO) position steady in Q3 2016 at 1,595 shares worth $17.7K. The position accounts for 0.01% of the portfolio, ranked #504.

WealthPLAN Partners first reported a position in JRO in Q2 2016 and has held it in 2 quarters since. 61 funds tracked by Wall St. Rank hold JRO as of Q3 2016.

  • WealthPLAN Partners held 1,595 shares of Nuveen Floating Rate Income Opportunty Fund worth $17.7K as of Q3 2016.
  • WealthPLAN Partners left its Nuveen Floating Rate Income Opportunty Fund share count unchanged in Q3 2016.
  • Nuveen Floating Rate Income Opportunty Fund made up 0.01% of WealthPLAN Partners's portfolio in Q3 2016, its #504 holding.
  • WealthPLAN Partners first reported a position in Nuveen Floating Rate Income Opportunty Fund in Q2 2016 and has held it in 2 quarters since.
  • 61 funds tracked by Wall St. Rank held Nuveen Floating Rate Income Opportunty Fund as of Q3 2016.

Based on WealthPLAN Partners's 13F filing for Q3 2016, filed 9 Dec 2016.