Concert Wealth Management’s Neuberger Real Estate Securities Income Fund Inc NRO Stock Holding History

Concert Wealth Management’s Portfolio NRO Stock Details NRO Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2017 Q3	–	Sell	-14,060	Closed	-$70K	–	99
2017 Q2	$70K	Sell	14,060 -1,494	-10%	-$7.63K	0.07%	154
2017 Q1	$78K	Buy	+15,554	New	+$78.8K	0.02%	476
2016 Q4	–	Sell	-25,249	Closed	-$139K	–	774
2016 Q3	$139K	Buy	+25,249	New	+$139K	0.02%	710
2016 Q2	–	Sell	-21,016	Closed	-$102K	–	722
2016 Q1	$102K	Buy	21,016 +757	+4%	+$3.39K	0.01%	646
2015 Q4	$97K	Sell	20,259 -1,100	-5%	-$5.14K	0.01%	653
2015 Q3	$97K	Hold	21,359	–	–	0.01%	666
2015 Q2	$98K	Buy	+21,359	New	+$103K	0.01%	671
2014 Q3	–	Sell	-19,787	Closed	-$93K	–	573
2014 Q2	$93K	Buy	+19,787	New	+$92.5K	0.01%	552

Other funds holding NRO

AAM

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

PAIM

Punch & Associates Investment Management Edina, Minnesota $1.73B AUM 27.65% 1-Year Est. Return

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

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

1CP

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

CSS LLC Chicago, Illinois $2.09B AUM 59.56% 1-Year Est. Return

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

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

SPIA

Steward Partners Investment Advisory New York $19.6B AUM 22.89% 1-Year Est. Return

Concert Wealth Management's NRO Position: Q3 2017 in Review

Concert Wealth Management sold out of Neuberger Real Estate Securities Income Fund Inc (NRO) in Q3 2017, closing a stake of 14,060 shares — an estimated $70K sold.

Concert Wealth Management first reported a position in NRO in Q2 2014 and held it in 8 quarters. The position peaked at $139K in Q3 2016. 54 funds tracked by Wall St. Rank hold NRO as of Q3 2017.

Concert Wealth Management reported no remaining Neuberger Real Estate Securities Income Fund Inc position as of Q3 2017 after selling out during the quarter.
Concert Wealth Management sold 14,060 Neuberger Real Estate Securities Income Fund Inc shares in Q3 2017, an estimated $70K.
Concert Wealth Management first reported a position in Neuberger Real Estate Securities Income Fund Inc in Q2 2014 and held it in 8 quarters.
Concert Wealth Management's Neuberger Real Estate Securities Income Fund Inc position peaked at $139K in Q3 2016.
54 funds tracked by Wall St. Rank held Neuberger Real Estate Securities Income Fund Inc as of Q3 2017.

Based on Concert Wealth Management's 13F filing for Q3 2017, filed 14 Nov 2017.