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Calton & Associates’s Nuveen Real Estate Income Fund JRS Stock Holding History

Calton & Associates’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
2018
Q1 		– Sell
-336
Closed -$3K – 846
2017
Q4 		$3K Buy
+336
New +$3.73K ﹤0.01% 1335

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AAM
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Wells Fargo
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WC
Whitnell & Co Oak Brook, Illinois $326M AUM 25.97% 1-Year Est. Return
GC
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RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
OA
Oxbow Advisors Austin, Texas $1.18B AUM 28.15% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return

Calton & Associates's JRS Position: Q1 2018 in Review

Calton & Associates sold out of Nuveen Real Estate Income Fund (JRS) in Q1 2018, closing a stake of 336 shares — an estimated $3K sold.

Calton & Associates first reported a position in JRS in Q4 2017 and held it in 1 quarter. The position peaked at $3K in Q4 2017. 50 funds tracked by Wall St. Rank hold JRS as of Q1 2018.

  • Calton & Associates reported no remaining Nuveen Real Estate Income Fund position as of Q1 2018 after selling out during the quarter.
  • Calton & Associates sold 336 Nuveen Real Estate Income Fund shares in Q1 2018, an estimated $3K.
  • Calton & Associates first reported a position in Nuveen Real Estate Income Fund in Q4 2017 and held it in 1 quarter.
  • Calton & Associates's Nuveen Real Estate Income Fund position peaked at $3K in Q4 2017.
  • 50 funds tracked by Wall St. Rank held Nuveen Real Estate Income Fund as of Q1 2018.

Based on Calton & Associates's 13F filing for Q1 2018, filed 17 Apr 2018.