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Bruderman Asset Management’s Nuveen Real Estate Income Fund JRS Stock Holding History

Bruderman Asset 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
2020
Q1 		– Sell
-77,272
Closed -$822K – 92
2019
Q4 		$822K Sell
77,272
-11,540
-13% -$123K 0.26% 72
2019
Q3 		$940K Buy
88,812
+2,483
+3% +$26.6K 0.24% 78
2019
Q2 		$906K Buy
86,329
+5,421
+7% +$55.8K 0.21% 71
2019
Q1 		$838K Buy
80,908
+3,550
+5% +$35.2K 0.18% 73
2018
Q4 		$654K Sell
77,358
-1,226
-2% -$11.3K 0.17% 76
2018
Q3 		$770K Buy
78,584
+9,044
+13% +$91.1K 0.18% 78
2018
Q2 		$695K Sell
69,540
-4,007
-5% -$39.1K 0.17% 83
2018
Q1 		$716K Buy
73,547
+1,771
+2% +$18K 0.17% 83
2017
Q4 		$808K Buy
71,776
+6,339
+10% +$70.3K 0.21% 77
2017
Q3 		$730K Buy
65,437
+7,221
+12% +$80.9K 0.19% 78
2017
Q2 		$659K Buy
58,216
+4,885
+9% +$55.3K 0.18% 79
2017
Q1 		$592K Buy
53,331
+6,370
+14% +$70.8K 0.17% 76
2016
Q4 		$506K Buy
46,961
+4,145
+10% +$43.9K 0.15% 82
2016
Q3 		$509K Buy
42,816
+6,545
+18% +$78.6K 0.15% 87
2016
Q2 		$435K Buy
36,271
+2,812
+8% +$31.2K 0.14% 88
2016
Q1 		$363K Sell
33,459
-1,397
-4% -$14.1K 0.13% 93
2015
Q4 		$370K Sell
34,856
-3,910
-10% -$41.4K 0.14% 89
2015
Q3 		$390K Buy
38,766
+2,684
+7% +$28K 0.15% 78
2015
Q2 		$368K Buy
36,082
+1,249
+4% +$14K 0.14% 83
2015
Q1 		$415K Buy
+34,833
New +$412K 0.16% 77

Other funds holding JRS

Morgan Stanley
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
WAM
Wolverine Asset Management Chicago, Illinois $10.4B AUM 4.78% 1-Year Est. Return
1CP
1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 1-Year Est. Return
KIM
Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return
ABC
Associated Banc-Corp Green Bay, Wisconsin $3.78B AUM 21.74% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Bruderman Asset Management's JRS Position: Q1 2020 in Review

Bruderman Asset Management sold out of Nuveen Real Estate Income Fund (JRS) in Q1 2020, closing a stake of 77,272 shares — an estimated $822K sold.

Bruderman Asset Management first reported a position in JRS in Q1 2015 and held it in 20 quarters. The position peaked at $940K in Q3 2019. 66 funds tracked by Wall St. Rank hold JRS as of Q1 2020.

  • Bruderman Asset Management reported no remaining Nuveen Real Estate Income Fund position as of Q1 2020 after selling out during the quarter.
  • Bruderman Asset Management sold 77,272 Nuveen Real Estate Income Fund shares in Q1 2020, an estimated $822K.
  • Bruderman Asset Management first reported a position in Nuveen Real Estate Income Fund in Q1 2015 and held it in 20 quarters.
  • Bruderman Asset Management's Nuveen Real Estate Income Fund position peaked at $940K in Q3 2019.
  • 66 funds tracked by Wall St. Rank held Nuveen Real Estate Income Fund as of Q1 2020.

Based on Bruderman Asset Management's 13F filing for Q1 2020, filed 28 Apr 2020.