Certified Advisory Corp’s Nuveen Real Estate Income Fund JRS Stock Holding History

Certified Advisory Corp’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 Q2	–	Sell	-601	Closed	-$6K	–	814
2019 Q1	$6K	Hold	601	–	–	﹤0.01%	609
2018 Q4	$5K	Hold	601	–	–	﹤0.01%	624
2018 Q3	$6K	Hold	601	–	–	﹤0.01%	637
2018 Q2	$6K	Hold	601	–	–	﹤0.01%	610
2018 Q1	$5K	Hold	601	–	–	﹤0.01%	600
2017 Q4	$6K	Buy	+601	New	+$6.67K	﹤0.01%	546

Other funds holding JRS

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

KIM

Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return

Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

AAM

Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return

1CP

1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 1-Year Est. Return

Whitnell & Co Oak Brook, Illinois $326M AUM 25.97% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

BAM

Bruderman Asset Management Locust Valley, New York $55.7M AUM 4.16% 1-Year Est. Return

Certified Advisory Corp's JRS Position: Q2 2019 in Review

Certified Advisory Corp sold out of Nuveen Real Estate Income Fund (JRS) in Q2 2019, closing a stake of 601 shares — an estimated $6K sold.

Certified Advisory Corp first reported a position in JRS in Q4 2017 and held it in 6 quarters. The position peaked at $6K in Q1 2019. 58 funds tracked by Wall St. Rank hold JRS as of Q2 2019.

Certified Advisory Corp reported no remaining Nuveen Real Estate Income Fund position as of Q2 2019 after selling out during the quarter.
Certified Advisory Corp sold 601 Nuveen Real Estate Income Fund shares in Q2 2019, an estimated $6K.
Certified Advisory Corp first reported a position in Nuveen Real Estate Income Fund in Q4 2017 and held it in 6 quarters.
Certified Advisory Corp's Nuveen Real Estate Income Fund position peaked at $6K in Q1 2019.
58 funds tracked by Wall St. Rank held Nuveen Real Estate Income Fund as of Q2 2019.

Based on Certified Advisory Corp's 13F filing for Q2 2019, filed 7 Aug 2019.