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Aurora Private Wealth’s Nuveen Real Estate Income Fund JRS Stock Holding History

Aurora Private Wealth’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
Q3 		– Sell
-11,405
Closed -$85K – 203
2020
Q2 		$85K Sell
11,405
-6,100
-35% -$44.4K 0.04% 170
2020
Q1 		$119K Buy
17,505
+6,050
+53% +$58.2K 0.04% 226
2019
Q4 		$122K Buy
+11,455
New +$122K 0.04% 197

Other funds holding JRS

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
1CP
1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 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
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
AA
AQR Arbitrage Greenwich, Connecticut $6.09B AUM 27.01% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return

Aurora Private Wealth's JRS Position: Q3 2020 in Review

Aurora Private Wealth sold out of Nuveen Real Estate Income Fund (JRS) in Q3 2020, closing a stake of 11,405 shares — an estimated $85K sold.

Aurora Private Wealth first reported a position in JRS in Q4 2019 and held it in 3 quarters. The position peaked at $122K in Q4 2019. 56 funds tracked by Wall St. Rank hold JRS as of Q3 2020.

  • Aurora Private Wealth reported no remaining Nuveen Real Estate Income Fund position as of Q3 2020 after selling out during the quarter.
  • Aurora Private Wealth sold 11,405 Nuveen Real Estate Income Fund shares in Q3 2020, an estimated $85K.
  • Aurora Private Wealth first reported a position in Nuveen Real Estate Income Fund in Q4 2019 and held it in 3 quarters.
  • Aurora Private Wealth's Nuveen Real Estate Income Fund position peaked at $122K in Q4 2019.
  • 56 funds tracked by Wall St. Rank held Nuveen Real Estate Income Fund as of Q3 2020.

Based on Aurora Private Wealth's 13F filing for Q3 2020, filed 26 Oct 2020.