Coastal Bridge Advisors’s Nuveen Real Estate Income Fund JRS Stock Holding History

Coastal Bridge 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
2019 Q4	–	Sell	-18,195	Closed	-$200K	–	140
2019 Q3	$200K	Hold	18,195	–	–	0.07%	135
2019 Q2	$191K	Hold	18,195	–	–	0.06%	119
2019 Q1	$189K	Hold	18,195	–	–	0.07%	123
2018 Q4	$154K	Hold	18,195	–	–	0.06%	122
2018 Q3	$178K	Hold	18,195	–	–	0.07%	126
2018 Q2	$182K	Hold	18,195	–	–	0.07%	123
2018 Q1	$177K	Hold	18,195	–	–	0.06%	125
2017 Q4	$204K	Hold	18,195	–	–	0.07%	120
2017 Q3	$203K	Hold	18,195	–	–	0.07%	113
2017 Q2	$206K	Hold	18,195	–	–	0.07%	98
2017 Q1	$202K	Buy	+18,195	New	+$202K	0.07%	80

Other funds holding JRS

Morgan Stanley New York $1.66T AUM 25.57% 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

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

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

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

KIM

Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Coastal Bridge Advisors's JRS Position: Q4 2019 in Review

Coastal Bridge Advisors sold out of Nuveen Real Estate Income Fund (JRS) in Q4 2019, closing a stake of 18,195 shares — an estimated $200K sold.

Coastal Bridge Advisors first reported a position in JRS in Q1 2017 and held it in 11 quarters. The position peaked at $206K in Q2 2017. 60 funds tracked by Wall St. Rank hold JRS as of Q4 2019.

Coastal Bridge Advisors reported no remaining Nuveen Real Estate Income Fund position as of Q4 2019 after selling out during the quarter.
Coastal Bridge Advisors sold 18,195 Nuveen Real Estate Income Fund shares in Q4 2019, an estimated $200K.
Coastal Bridge Advisors first reported a position in Nuveen Real Estate Income Fund in Q1 2017 and held it in 11 quarters.
Coastal Bridge Advisors's Nuveen Real Estate Income Fund position peaked at $206K in Q2 2017.
60 funds tracked by Wall St. Rank held Nuveen Real Estate Income Fund as of Q4 2019.

Based on Coastal Bridge Advisors's 13F filing for Q4 2019, filed 13 Feb 2020.