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

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Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return

Independent Advisor Alliance Charlotte, North Carolina $9.32B AUM 33.19% 1-Year Est. Return

Elevated Capital Advisors Sandy, Utah $397M AUM 11.67% 1-Year Est. Return

Bank of America

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return

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

Steward Partners Investment Advisory New York $19.6B AUM 22.89% 1-Year Est. Return