WCG
JRO

Weaver Consulting Group’s Nuveen Floating Rate Income Opportunty Fund JRO Stock Holding History

Weaver Consulting Group’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
Q3 		– Sell
-300
Closed -$2K – 1066
2020
Q2 		$2K Buy
+300
New +$2.31K ﹤0.01% 836

Other funds holding JRO

SCM
Saba Capital Management New York $3.62B AUM 13% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return

Weaver Consulting Group's JRO Position: Q3 2020 in Review

Weaver Consulting Group sold out of Nuveen Floating Rate Income Opportunty Fund (JRO) in Q3 2020, closing a stake of 300 shares — an estimated $2K sold.

Weaver Consulting Group first reported a position in JRO in Q2 2020 and held it in 1 quarter. The position peaked at $2K in Q2 2020. 84 funds tracked by Wall St. Rank hold JRO as of Q3 2020.

  • Weaver Consulting Group reported no remaining Nuveen Floating Rate Income Opportunty Fund position as of Q3 2020 after selling out during the quarter.
  • Weaver Consulting Group sold 300 Nuveen Floating Rate Income Opportunty Fund shares in Q3 2020, an estimated $2K.
  • Weaver Consulting Group first reported a position in Nuveen Floating Rate Income Opportunty Fund in Q2 2020 and held it in 1 quarter.
  • Weaver Consulting Group's Nuveen Floating Rate Income Opportunty Fund position peaked at $2K in Q2 2020.
  • 84 funds tracked by Wall St. Rank held Nuveen Floating Rate Income Opportunty Fund as of Q3 2020.

Based on Weaver Consulting Group's 13F filing for Q3 2020, filed 28 Oct 2020.