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CLA (CliftonLarsonAllen) Wealth Advisors’s Nuveen Real Estate Income Fund JRS Stock Holding History

CLA (CliftonLarsonAllen) Wealth Advisors’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
2016
Q1 		– Sell
-22,220
Closed -$236K – 110
2015
Q4 		$236K Buy
+22,220
New +$235K 0.04% 111
2014
Q4 		– Sell
-67,445
Closed -$709K – 78
2014
Q3 		$709K Sell
67,445
-28,621
-30% -$314K 0.15% 63
2014
Q2 		$1.07M Sell
96,066
-8,634
-8% -$94.6K 0.21% 56
2014
Q1 		$1.12M Buy
+104,700
New +$1.09M 0.25% 55

Other funds holding JRS

AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 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 $530B AUM 22.01% 1-Year Est. Return
OA
Oxbow Advisors Austin, Texas $1.18B AUM 28.15% 1-Year Est. Return

CLA (CliftonLarsonAllen) Wealth Advisors's JRS Position: Q1 2016 in Review

CLA (CliftonLarsonAllen) Wealth Advisors sold out of Nuveen Real Estate Income Fund (JRS) in Q1 2016, closing a stake of 22,220 shares — an estimated $236K sold.

CLA (CliftonLarsonAllen) Wealth Advisors first reported a position in JRS in Q1 2014 and held it in 4 quarters. The position peaked at $1.12M in Q1 2014. 42 funds tracked by Wall St. Rank hold JRS as of Q1 2016.

  • CLA (CliftonLarsonAllen) Wealth Advisors reported no remaining Nuveen Real Estate Income Fund position as of Q1 2016 after selling out during the quarter.
  • CLA (CliftonLarsonAllen) Wealth Advisors sold 22,220 Nuveen Real Estate Income Fund shares in Q1 2016, an estimated $236K.
  • CLA (CliftonLarsonAllen) Wealth Advisors first reported a position in Nuveen Real Estate Income Fund in Q1 2014 and held it in 4 quarters.
  • CLA (CliftonLarsonAllen) Wealth Advisors's Nuveen Real Estate Income Fund position peaked at $1.12M in Q1 2014.
  • 42 funds tracked by Wall St. Rank held Nuveen Real Estate Income Fund as of Q1 2016.

Based on CLA (CliftonLarsonAllen) Wealth Advisors's 13F filing for Q1 2016, filed 27 Apr 2016.