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 New York $1.66T AUM 25.57% 1-Year Est. Return

AAM

Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return

KIM

Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return

1CP

1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 1-Year Est. Return

Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

Whitnell & Co Oak Brook, Illinois $326M AUM 25.97% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 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.