Creative Planning
JRS icon

Creative Planning’s Nuveen Real Estate Income Fund JRS Stock Holding History

Creative Planning’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
2020
Q3 		– Sell
-14,270
Closed -$107K – 2212
2020
Q2 		$107K Buy
+14,270
New +$104K ﹤0.01% 1649
2020
Q1 		– Sell
-12,971
Closed -$138K – 1990
2019
Q4 		$138K Buy
12,971
+2,500
+24% +$26.7K ﹤0.01% 1715
2019
Q3 		$115K Hold
10,471
– – ﹤0.01% 1696
2019
Q2 		$110K Hold
10,471
– – ﹤0.01% 1734
2019
Q1 		$108K Sell
10,471
-7,125
-40% -$70.7K ﹤0.01% 1693
2018
Q4 		$149K Buy
17,596
+5,638
+47% +$51.8K ﹤0.01% 1568
2018
Q3 		$117K Buy
+11,958
New +$120K ﹤0.01% 1763
2017
Q3 		– Sell
-6,066
Closed -$69K – 2833
2017
Q2 		$69K Buy
6,066
+126
+2% +$1.42K ﹤0.01% 2263
2017
Q1 		$66K Hold
5,940
– – ﹤0.01% 2267
2016
Q4 		$64K Buy
5,940
+534
+10% +$5.65K ﹤0.01% 2191
2016
Q3 		$64K Sell
5,406
-55,586
-91% -$667K ﹤0.01% 2167
2016
Q2 		$732K Buy
60,992
+56,485
+1,253% +$626K 0.01% 620
2016
Q1 		$49K Buy
4,507
+1,657
+58% +$16.7K ﹤0.01% 2123
2015
Q4 		$30K Buy
2,850
+2,350
+470% +$24.9K ﹤0.01% 2530
2015
Q3 		$5K Buy
+500
New +$5.21K ﹤0.01% 3610
2014
Q3 		– Sell
-7,000
Closed -$78K – 4079
2014
Q2 		$78K Hold
7,000
– – ﹤0.01% 1590
2014
Q1 		$75K Hold
7,000
– – ﹤0.01% 1564
2013
Q4 		$67K Hold
7,000
– – ﹤0.01% 1424
2013
Q3 		$74K Hold
7,000
– – ﹤0.01% 1299
2013
Q2 		$83K Buy
+7,000
New +$87.1K ﹤0.01% 1089

Other funds holding JRS

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
1607 Capital Partners
1607 Capital Partners Richmond, Virginia $1.15B AUM 12.28% 1-Year Est. Return
Advisors Asset Management
Advisors Asset Management Monument, Colorado $6.56B AUM 35.09% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $72.7B AUM 26.4% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Associated Banc-Corp
Associated Banc-Corp Green Bay, Wisconsin $4.21B AUM 27.98% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
AQR Arbitrage
AQR Arbitrage Greenwich, Connecticut $7.02B AUM 31.58% 1-Year Est. Return
Private Advisor Group
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

Creative Planning's JRS Position: Q3 2020 in Review

Creative Planning sold out of Nuveen Real Estate Income Fund (JRS) in Q3 2020, closing a stake of 14,270 shares — an estimated $107K sold.

Creative Planning first reported a position in JRS in Q2 2013 and held it in 20 quarters. The position peaked at $732K in Q2 2016. 56 funds tracked by Wall St. Rank hold JRS as of Q3 2020.

  • Creative Planning reported no remaining Nuveen Real Estate Income Fund position as of Q3 2020 after selling out during the quarter.
  • Creative Planning sold 14,270 Nuveen Real Estate Income Fund shares in Q3 2020, an estimated $107K.
  • Creative Planning first reported a position in Nuveen Real Estate Income Fund in Q2 2013 and held it in 20 quarters.
  • Creative Planning's Nuveen Real Estate Income Fund position peaked at $732K in Q2 2016.
  • 56 funds tracked by Wall St. Rank held Nuveen Real Estate Income Fund as of Q3 2020.

Based on Creative Planning's 13F filing for Q3 2020, filed 5 Nov 2020.