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Carroll Financial Associates’s Nuveen Real Estate Income Fund JRS Stock Holding History

Carroll Financial 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
2021
Q3 		– Sell
-9,615
Closed -$106K – 1850
2021
Q2 		$106K Sell
9,615
-18,729
-66% -$197K 0.01% 565
2021
Q1 		$271K Buy
+28,344
New +$253K 0.02% 342

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Carroll Financial Associates's JRS Position: Q3 2021 in Review

Carroll Financial Associates sold out of Nuveen Real Estate Income Fund (JRS) in Q3 2021, closing a stake of 9,615 shares — an estimated $106K sold.

Carroll Financial Associates first reported a position in JRS in Q1 2021 and held it in 2 quarters. The position peaked at $271K in Q1 2021. 58 funds tracked by Wall St. Rank hold JRS as of Q3 2021.

  • Carroll Financial Associates reported no remaining Nuveen Real Estate Income Fund position as of Q3 2021 after selling out during the quarter.
  • Carroll Financial Associates sold 9,615 Nuveen Real Estate Income Fund shares in Q3 2021, an estimated $106K.
  • Carroll Financial Associates first reported a position in Nuveen Real Estate Income Fund in Q1 2021 and held it in 2 quarters.
  • Carroll Financial Associates's Nuveen Real Estate Income Fund position peaked at $271K in Q1 2021.
  • 58 funds tracked by Wall St. Rank held Nuveen Real Estate Income Fund as of Q3 2021.

Based on Carroll Financial Associates's 13F filing for Q3 2021, filed 7 Oct 2021.