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Camelot Portfolios’s Nuveen Real Estate Income Fund JRS Stock Holding History

Camelot Portfolios’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
2019
Q3 		– Sell
-11,548
Closed -$121K – 237
2019
Q2 		$121K Sell
11,548
-1,847
-14% -$19K 0.05% 226
2019
Q1 		$139K Sell
13,395
-774
-5% -$7.68K 0.06% 228
2018
Q4 		$120K Sell
14,169
-4,283
-23% -$39.3K 0.06% 206
2018
Q3 		$181K Buy
+18,452
New +$186K 0.08% 194

Other funds holding JRS

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Advisors Asset Management
Advisors Asset Management Monument, Colorado $6.56B AUM 35.09% 1-Year Est. Return
Karpus Investment Management
Karpus Investment Management Pittsford, New York $3.48B AUM 10.49% 1-Year Est. Return
1CP
1607 Capital Partners Richmond, Virginia $1.15B AUM 12.28% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return
WC
Whitnell & Co Oak Brook, Illinois $326M AUM 25.97% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $72.7B AUM 26.4% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Camelot Portfolios's JRS Position: Q3 2019 in Review

Camelot Portfolios sold out of Nuveen Real Estate Income Fund (JRS) in Q3 2019, closing a stake of 11,548 shares — an estimated $121K sold.

Camelot Portfolios first reported a position in JRS in Q3 2018 and held it in 4 quarters. The position peaked at $181K in Q3 2018. 56 funds tracked by Wall St. Rank hold JRS as of Q3 2019.

  • Camelot Portfolios reported no remaining Nuveen Real Estate Income Fund position as of Q3 2019 after selling out during the quarter.
  • Camelot Portfolios sold 11,548 Nuveen Real Estate Income Fund shares in Q3 2019, an estimated $121K.
  • Camelot Portfolios first reported a position in Nuveen Real Estate Income Fund in Q3 2018 and held it in 4 quarters.
  • Camelot Portfolios's Nuveen Real Estate Income Fund position peaked at $181K in Q3 2018.
  • 56 funds tracked by Wall St. Rank held Nuveen Real Estate Income Fund as of Q3 2019.

Based on Camelot Portfolios's 13F filing for Q3 2019, filed 15 Oct 2019.