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Cornerstone Financial Partners’s Nuveen Real Estate Income Fund JRS Stock Holding History

Cornerstone Financial Partners’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
Q4 		– Sell
-11,000
Closed -$132K – 171
2016
Q3 		$132K Hold
11,000
– – 0.05% 145
2016
Q2 		$132K Buy
+11,000
New +$122K 0.05% 156

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Invesco
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Wells Fargo
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WC
Whitnell & Co Oak Brook, Illinois $326M AUM 25.97% 1-Year Est. Return
CA
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OA
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LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
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UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Cornerstone Financial Partners's JRS Position: Q4 2016 in Review

Cornerstone Financial Partners sold out of Nuveen Real Estate Income Fund (JRS) in Q4 2016, closing a stake of 11,000 shares — an estimated $132K sold.

Cornerstone Financial Partners first reported a position in JRS in Q2 2016 and held it in 2 quarters. The position peaked at $132K in Q3 2016. 44 funds tracked by Wall St. Rank hold JRS as of Q4 2016.

  • Cornerstone Financial Partners reported no remaining Nuveen Real Estate Income Fund position as of Q4 2016 after selling out during the quarter.
  • Cornerstone Financial Partners sold 11,000 Nuveen Real Estate Income Fund shares in Q4 2016, an estimated $132K.
  • Cornerstone Financial Partners first reported a position in Nuveen Real Estate Income Fund in Q2 2016 and held it in 2 quarters.
  • Cornerstone Financial Partners's Nuveen Real Estate Income Fund position peaked at $132K in Q3 2016.
  • 44 funds tracked by Wall St. Rank held Nuveen Real Estate Income Fund as of Q4 2016.

Based on Cornerstone Financial Partners's 13F filing for Q4 2016, filed 10 Feb 2017.