Financial Architects (New Jersey)’s Neuberger Real Estate Securities Income Fund Inc NRO Stock Holding History

Financial Architects (New Jersey)’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
2019 Q4	–	Sell	-1,048	Closed	-$6K	–	972
2019 Q3	$6K	Hold	1,048	–	–	﹤0.01%	807
2019 Q2	$5K	Hold	1,048	–	–	﹤0.01%	1002
2019 Q1	$5K	Buy	+1,048	New	+$4.7K	﹤0.01%	1224

Other funds holding NRO

AAM

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

ACM

Anfield Capital Management Irvine, California $363M AUM 24.08% 1-Year Est. Return

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

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

IAA

Independent Advisor Alliance Charlotte, North Carolina $4.27B AUM 45.92% 1-Year Est. Return

ECA

Elevated Capital Advisors Sandy, Utah $364M AUM 17.23% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

LTFS

Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return

SPIA

Steward Partners Investment Advisory New York $19.6B AUM 29.84% 1-Year Est. Return

Financial Architects (New Jersey)'s NRO Position: Q4 2019 in Review

Financial Architects (New Jersey) sold out of Neuberger Real Estate Securities Income Fund Inc (NRO) in Q4 2019, closing a stake of 1,048 shares — an estimated $6K sold.

Financial Architects (New Jersey) first reported a position in NRO in Q1 2019 and held it in 3 quarters. The position peaked at $6K in Q3 2019. 53 funds tracked by Wall St. Rank hold NRO as of Q4 2019.

Financial Architects (New Jersey) reported no remaining Neuberger Real Estate Securities Income Fund Inc position as of Q4 2019 after selling out during the quarter.
Financial Architects (New Jersey) sold 1,048 Neuberger Real Estate Securities Income Fund Inc shares in Q4 2019, an estimated $6K.
Financial Architects (New Jersey) first reported a position in Neuberger Real Estate Securities Income Fund Inc in Q1 2019 and held it in 3 quarters.
Financial Architects (New Jersey)'s Neuberger Real Estate Securities Income Fund Inc position peaked at $6K in Q3 2019.
53 funds tracked by Wall St. Rank held Neuberger Real Estate Securities Income Fund Inc as of Q4 2019.

Based on Financial Architects (New Jersey)'s 13F filing for Q4 2019, filed 14 Feb 2020.