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Advocacy Wealth Management Services’s Nuveen Real Estate Income Fund JRS Stock Holding History

Advocacy Wealth Management Services’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
2020
Q2 		– Sell
-2,431
Closed -$15K – 133
2020
Q1 		$15K Hold
2,431
– – ﹤0.01% 86
2019
Q4 		$26K Hold
2,431
– – 0.01% 82
2019
Q3 		$27K Hold
2,431
– – 0.02% 79
2019
Q2 		$26K Buy
+2,431
New +$25K 0.02% 81

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WAM
Wolverine Asset Management Chicago, Illinois $10.4B AUM 4.78% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
1CP
1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
KIM
Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return
CA
Cornerstone Advisors Asheville, North Carolina $2.72B AUM 22.17% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
ABC
Associated Banc-Corp Green Bay, Wisconsin $3.78B AUM 21.74% 1-Year Est. Return

Advocacy Wealth Management Services's JRS Position: Q2 2020 in Review

Advocacy Wealth Management Services sold out of Nuveen Real Estate Income Fund (JRS) in Q2 2020, closing a stake of 2,431 shares — an estimated $15K sold.

Advocacy Wealth Management Services first reported a position in JRS in Q2 2019 and held it in 4 quarters. The position peaked at $27K in Q3 2019. 63 funds tracked by Wall St. Rank hold JRS as of Q2 2020.

  • Advocacy Wealth Management Services reported no remaining Nuveen Real Estate Income Fund position as of Q2 2020 after selling out during the quarter.
  • Advocacy Wealth Management Services sold 2,431 Nuveen Real Estate Income Fund shares in Q2 2020, an estimated $15K.
  • Advocacy Wealth Management Services first reported a position in Nuveen Real Estate Income Fund in Q2 2019 and held it in 4 quarters.
  • Advocacy Wealth Management Services's Nuveen Real Estate Income Fund position peaked at $27K in Q3 2019.
  • 63 funds tracked by Wall St. Rank held Nuveen Real Estate Income Fund as of Q2 2020.

Based on Advocacy Wealth Management Services's 13F filing for Q2 2020, filed 2 Jul 2020.