AWS
NRO

AJ Wealth Strategies’s Neuberger Real Estate Securities Income Fund Inc NRO Stock Holding History

AJ Wealth Strategies’s Portfolio NRO Stock Details NRO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q2 		– Sell
-24,833
Closed -$118K – 112
2019
Q1 		$118K Buy
+24,833
New +$111K 0.02% 104

Other funds holding NRO

AAM
Advisors Asset Management Monument, Colorado $6.56B AUM 35.09% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
SPIA
Steward Partners Investment Advisory New York $19.6B AUM 29.84% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
FFA
First Foundation Advisors Irvine, California $2.78B AUM 23.76% 1-Year Est. Return
LTFS
Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return

AJ Wealth Strategies's NRO Position: Q2 2019 in Review

AJ Wealth Strategies sold out of Neuberger Real Estate Securities Income Fund Inc (NRO) in Q2 2019, closing a stake of 24,833 shares — an estimated $118K sold.

AJ Wealth Strategies first reported a position in NRO in Q1 2019 and held it in 1 quarter. The position peaked at $118K in Q1 2019. 48 funds tracked by Wall St. Rank hold NRO as of Q2 2019.

  • AJ Wealth Strategies reported no remaining Neuberger Real Estate Securities Income Fund Inc position as of Q2 2019 after selling out during the quarter.
  • AJ Wealth Strategies sold 24,833 Neuberger Real Estate Securities Income Fund Inc shares in Q2 2019, an estimated $118K.
  • AJ Wealth Strategies first reported a position in Neuberger Real Estate Securities Income Fund Inc in Q1 2019 and held it in 1 quarter.
  • AJ Wealth Strategies's Neuberger Real Estate Securities Income Fund Inc position peaked at $118K in Q1 2019.
  • 48 funds tracked by Wall St. Rank held Neuberger Real Estate Securities Income Fund Inc as of Q2 2019.

Based on AJ Wealth Strategies's 13F filing for Q2 2019, filed 19 Aug 2019.