WI
JRO

Wintrust Investments’s Nuveen Floating Rate Income Opportunty Fund JRO Stock Holding History

Wintrust Investments’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
Q3 		– Sell
-15,238
Closed -$119K – 442
2023
Q2 		$119K Buy
+15,238
New +$118K 0.01% 419

Other funds holding JRO

BCMLT
Beacon Capital Management LLC (Tennessee) Franklin, Tennessee $567M AUM 16.01% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $4.82B AUM 20.19% 1-Year Est. Return
HNB
Huntington National Bank Columbus, Ohio $18.1B AUM 24.69% 1-Year Est. Return

Wintrust Investments's JRO Position: Q3 2023 in Review

Wintrust Investments sold out of Nuveen Floating Rate Income Opportunty Fund (JRO) in Q3 2023, closing a stake of 15,238 shares — an estimated $119K sold.

Wintrust Investments first reported a position in JRO in Q2 2023 and held it in 1 quarter. The position peaked at $119K in Q2 2023. 2 funds tracked by Wall St. Rank hold JRO as of Q3 2023.

  • Wintrust Investments reported no remaining Nuveen Floating Rate Income Opportunty Fund position as of Q3 2023 after selling out during the quarter.
  • Wintrust Investments sold 15,238 Nuveen Floating Rate Income Opportunty Fund shares in Q3 2023, an estimated $119K.
  • Wintrust Investments first reported a position in Nuveen Floating Rate Income Opportunty Fund in Q2 2023 and held it in 1 quarter.
  • Wintrust Investments's Nuveen Floating Rate Income Opportunty Fund position peaked at $119K in Q2 2023.
  • 2 funds tracked by Wall St. Rank held Nuveen Floating Rate Income Opportunty Fund as of Q3 2023.

Based on Wintrust Investments's 13F filing for Q3 2023, filed 13 Nov 2023.