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Commonwealth Financial Services’s Nuveen Real Estate Income Fund JRS Stock Holding History

Commonwealth Financial Services’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
2024
Q2 		– Sell
-11,178
Closed -$87.4K – 200
2024
Q1 		$87.4K Hold
11,178
– – 0.02% 182
2023
Q4 		$87.4K Buy
11,178
+145
+1% +$997 0.02% 182
2023
Q3 		$73.9K Buy
+11,033
New +$80.4K 0.02% 186

Other funds holding JRS

Morgan Stanley
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
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return
Pathstone Holdings
Pathstone Holdings Englewood, New Jersey $25.1B AUM 22.95% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return
AA
AQR Arbitrage Greenwich, Connecticut $6.09B AUM 27.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Commonwealth Financial Services's JRS Position: Q2 2024 in Review

Commonwealth Financial Services sold out of Nuveen Real Estate Income Fund (JRS) in Q2 2024, closing a stake of 11,178 shares — an estimated $87.4K sold.

Commonwealth Financial Services first reported a position in JRS in Q3 2023 and held it in 3 quarters. The position peaked at $87.4K in Q1 2024. 58 funds tracked by Wall St. Rank hold JRS as of Q2 2024.

  • Commonwealth Financial Services reported no remaining Nuveen Real Estate Income Fund position as of Q2 2024 after selling out during the quarter.
  • Commonwealth Financial Services sold 11,178 Nuveen Real Estate Income Fund shares in Q2 2024, an estimated $87.4K.
  • Commonwealth Financial Services first reported a position in Nuveen Real Estate Income Fund in Q3 2023 and held it in 3 quarters.
  • Commonwealth Financial Services's Nuveen Real Estate Income Fund position peaked at $87.4K in Q1 2024.
  • 58 funds tracked by Wall St. Rank held Nuveen Real Estate Income Fund as of Q2 2024.

Based on Commonwealth Financial Services's 13F filing for Q2 2024, filed 13 Aug 2024.