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Blue Bell Private Wealth Management’s Nuveen Real Estate Income Fund JRS Stock Holding History

Blue Bell Private Wealth Management’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
2024
Q1 		– Sell
-1,200
Closed -$9.2K – 740
2023
Q4 		$9.38K Buy
+1,200
New +$8.25K ﹤0.01% 506

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Baird Financial Group
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Commonwealth Equity Services
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Pathstone Holdings
Pathstone Holdings Englewood, New Jersey $25.1B AUM 22.95% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return
AA
AQR Arbitrage Greenwich, Connecticut $6.09B AUM 27.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Blue Bell Private Wealth Management's JRS Position: Q1 2024 in Review

Blue Bell Private Wealth Management sold out of Nuveen Real Estate Income Fund (JRS) in Q1 2024, closing a stake of 1,200 shares — an estimated $9.2K sold.

Blue Bell Private Wealth Management first reported a position in JRS in Q4 2023 and held it in 1 quarter. The position peaked at $9.38K in Q4 2023. 62 funds tracked by Wall St. Rank hold JRS as of Q1 2024.

  • Blue Bell Private Wealth Management reported no remaining Nuveen Real Estate Income Fund position as of Q1 2024 after selling out during the quarter.
  • Blue Bell Private Wealth Management sold 1,200 Nuveen Real Estate Income Fund shares in Q1 2024, an estimated $9.2K.
  • Blue Bell Private Wealth Management first reported a position in Nuveen Real Estate Income Fund in Q4 2023 and held it in 1 quarter.
  • Blue Bell Private Wealth Management's Nuveen Real Estate Income Fund position peaked at $9.38K in Q4 2023.
  • 62 funds tracked by Wall St. Rank held Nuveen Real Estate Income Fund as of Q1 2024.

Based on Blue Bell Private Wealth Management's 13F filing for Q1 2024, filed 24 Apr 2024.