World Investment Advisors’s Nuveen Floating Rate Income Opportunty Fund JRO Stock Holding History

World Investment 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
2020 Q3	–	Sell	-13,900	Closed	-$114K	–	178
2020 Q2	$114K	Buy	+13,900	New	+$107K	0.04%	164
2020 Q1	–	Sell	-13,900	Closed	-$139K	–	186
2019 Q4	$139K	Hold	13,900	–	–	0.05%	156
2019 Q3	$133K	Hold	13,900	–	–	0.06%	147
2019 Q2	$135K	Hold	13,900	–	–	0.06%	136
2019 Q1	$134K	Buy	13,900 +3,000	+28%	+$29.4K	0.06%	120
2018 Q4	$107K	Buy	+10,900	New	+$107K	0.05%	149

Other funds holding JRO

SCM

Saba Capital Management New York $3.62B AUM 13% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return

Lindbrook Capital Calabasas, California $1.08B AUM 10.14% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

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

World Investment Advisors's JRO Position: Q3 2020 in Review

World Investment Advisors sold out of Nuveen Floating Rate Income Opportunty Fund (JRO) in Q3 2020, closing a stake of 13,900 shares — an estimated $114K sold.

World Investment Advisors first reported a position in JRO in Q4 2018 and held it in 6 quarters. The position peaked at $139K in Q4 2019. 84 funds tracked by Wall St. Rank hold JRO as of Q3 2020.

World Investment Advisors reported no remaining Nuveen Floating Rate Income Opportunty Fund position as of Q3 2020 after selling out during the quarter.
World Investment Advisors sold 13,900 Nuveen Floating Rate Income Opportunty Fund shares in Q3 2020, an estimated $114K.
World Investment Advisors first reported a position in Nuveen Floating Rate Income Opportunty Fund in Q4 2018 and held it in 6 quarters.
World Investment Advisors's Nuveen Floating Rate Income Opportunty Fund position peaked at $139K in Q4 2019.
84 funds tracked by Wall St. Rank held Nuveen Floating Rate Income Opportunty Fund as of Q3 2020.

Based on World Investment Advisors's 13F filing for Q3 2020, filed 13 Nov 2020.