Dynamic Advisor Solutions’s Nuveen Real Estate Income Fund JRS Stock Holding History

Dynamic Advisor Solutions’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
2021 Q1	–	Sell	-26,209	Closed	-$221K	–	730
2020 Q4	$221K	Hold	26,209	–	–	0.02%	572
2020 Q3	$198K	Hold	26,209	–	–	0.02%	533
2020 Q2	$196K	Sell	26,209 -1,500	-5%	-$10.9K	0.03%	483
2020 Q1	$188K	Hold	27,709	–	–	0.03%	415
2019 Q4	$294K	Hold	27,709	–	–	0.04%	415
2019 Q3	$305K	Buy	27,709 +3,214	+13%	+$34.4K	0.05%	372
2019 Q2	$257K	Buy	24,495 +13	+0.1%	+$134	0.04%	392
2019 Q1	$254K	Hold	24,482	–	–	0.05%	330
2018 Q4	$232K	Buy	24,482 +15	+0.1%	+$138	0.05%	328
2018 Q3	$240K	Buy	24,467 +14	+0.1%	+$141	0.05%	342
2018 Q2	$244K	Buy	24,453 +326	+1%	+$3.18K	0.06%	337
2018 Q1	$235K	Buy	+24,127	New	+$245K	0.06%	302

Other funds holding JRS

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

1CP

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

Cornerstone Advisors Asheville, North Carolina $2.72B AUM 22.17% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return

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

AAM

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

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

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Dynamic Advisor Solutions's JRS Position: Q1 2021 in Review

Dynamic Advisor Solutions sold out of Nuveen Real Estate Income Fund (JRS) in Q1 2021, closing a stake of 26,209 shares — an estimated $221K sold.

Dynamic Advisor Solutions first reported a position in JRS in Q1 2018 and held it in 12 quarters. The position peaked at $305K in Q3 2019. 60 funds tracked by Wall St. Rank hold JRS as of Q1 2021.

Dynamic Advisor Solutions reported no remaining Nuveen Real Estate Income Fund position as of Q1 2021 after selling out during the quarter.
Dynamic Advisor Solutions sold 26,209 Nuveen Real Estate Income Fund shares in Q1 2021, an estimated $221K.
Dynamic Advisor Solutions first reported a position in Nuveen Real Estate Income Fund in Q1 2018 and held it in 12 quarters.
Dynamic Advisor Solutions's Nuveen Real Estate Income Fund position peaked at $305K in Q3 2019.
60 funds tracked by Wall St. Rank held Nuveen Real Estate Income Fund as of Q1 2021.

Based on Dynamic Advisor Solutions's 13F filing for Q1 2021, filed 27 Apr 2021.