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

Doliver 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
2020 Q3	–	Sell	-58,469	Closed	-$437K	–	185
2020 Q2	$437K	Buy	58,469 +6,710	+13%	+$48.8K	0.2%	71
2020 Q1	$363K	Buy	+51,759	New	+$498K	0.18%	70
2018 Q3	–	Sell	-80,693	Closed	-$806K	–	252
2018 Q2	$806K	Buy	80,693 +55,525	+221%	+$542K	0.34%	46
2018 Q1	$245K	Buy	+25,168	New	+$256K	0.11%	191
2016 Q2	–	Sell	-47,508	Closed	-$515K	–	206
2016 Q1	$515K	Buy	47,508 +19,081	+67%	+$193K	0.45%	71
2015 Q4	$302K	Buy	28,427 +9,006	+46%	+$95.3K	0.24%	95
2015 Q3	$195K	Sell	19,421 -1,667	-8%	-$17.4K	0.14%	161
2015 Q2	$215K	Buy	+21,088	New	+$236K	0.14%	211
2014 Q4	–	Sell	-12,953	Closed	-$136K	–	257
2014 Q3	$136K	Buy	12,953 +1,951	+18%	+$21.4K	0.09%	253
2014 Q2	$123K	Buy	+11,002	New	+$120K	0.11%	228

Other funds holding JRS

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

1607 Capital Partners Richmond, Virginia $1.15B AUM 12.28% 1-Year Est. Return

Advisors Asset Management Monument, Colorado $6.56B AUM 35.09% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Baird Financial Group Milwaukee, Wisconsin $72.7B AUM 26.4% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Associated Banc-Corp Green Bay, Wisconsin $4.21B AUM 27.98% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

AQR Arbitrage Greenwich, Connecticut $7.02B AUM 31.58% 1-Year Est. Return

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

Doliver Advisors's JRS Position: Q3 2020 in Review

Doliver Advisors sold out of Nuveen Real Estate Income Fund (JRS) in Q3 2020, closing a stake of 58,469 shares — an estimated $437K sold.

Doliver Advisors first reported a position in JRS in Q2 2014 and held it in 10 quarters. The position peaked at $806K in Q2 2018. 56 funds tracked by Wall St. Rank hold JRS as of Q3 2020.

Doliver Advisors reported no remaining Nuveen Real Estate Income Fund position as of Q3 2020 after selling out during the quarter.
Doliver Advisors sold 58,469 Nuveen Real Estate Income Fund shares in Q3 2020, an estimated $437K.
Doliver Advisors first reported a position in Nuveen Real Estate Income Fund in Q2 2014 and held it in 10 quarters.
Doliver Advisors's Nuveen Real Estate Income Fund position peaked at $806K in Q2 2018.
56 funds tracked by Wall St. Rank held Nuveen Real Estate Income Fund as of Q3 2020.

Based on Doliver Advisors's 13F filing for Q3 2020, filed 13 Nov 2020.