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Advisornet Financial’s Nuveen Real Estate Income Fund JRS Stock Holding History

Advisornet Financial’s Portfolio JRS Stock Details JRS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q3 		– Sell
-500
Closed -$5K – 1905
2019
Q2 		$5K Hold
500
– – ﹤0.01% 1392
2019
Q1 		$5K Hold
500
– – ﹤0.01% 1323
2018
Q4 		$4K Sell
500
-700
-58% -$6.43K ﹤0.01% 1272
2018
Q3 		$12K Sell
1,200
-1,172
-49% -$11.8K ﹤0.01% 1077
2018
Q2 		$24K Buy
2,372
+27
+1% +$264 ﹤0.01% 903
2018
Q1 		$23K Sell
2,345
-1,275
-35% -$12.9K ﹤0.01% 897
2017
Q4 		$41K Buy
+3,620
New +$40.2K 0.01% 696

Other funds holding JRS

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Advisors Asset Management
Advisors Asset Management Monument, Colorado $6.56B AUM 35.09% 1-Year Est. Return
Karpus Investment Management
Karpus Investment Management Pittsford, New York $3.48B AUM 10.49% 1-Year Est. Return
1CP
1607 Capital Partners Richmond, Virginia $1.15B AUM 12.28% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return
WC
Whitnell & Co Oak Brook, Illinois $326M AUM 25.97% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $72.7B AUM 26.4% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Advisornet Financial's JRS Position: Q3 2019 in Review

Advisornet Financial sold out of Nuveen Real Estate Income Fund (JRS) in Q3 2019, closing a stake of 500 shares — an estimated $5K sold.

Advisornet Financial first reported a position in JRS in Q4 2017 and held it in 7 quarters. The position peaked at $41K in Q4 2017. 56 funds tracked by Wall St. Rank hold JRS as of Q3 2019.

  • Advisornet Financial reported no remaining Nuveen Real Estate Income Fund position as of Q3 2019 after selling out during the quarter.
  • Advisornet Financial sold 500 Nuveen Real Estate Income Fund shares in Q3 2019, an estimated $5K.
  • Advisornet Financial first reported a position in Nuveen Real Estate Income Fund in Q4 2017 and held it in 7 quarters.
  • Advisornet Financial's Nuveen Real Estate Income Fund position peaked at $41K in Q4 2017.
  • 56 funds tracked by Wall St. Rank held Nuveen Real Estate Income Fund as of Q3 2019.

Based on Advisornet Financial's 13F filing for Q3 2019, filed 23 Oct 2019.