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Financial Gravity Companies’s Neuberger Real Estate Securities Income Fund Inc NRO Stock Holding History

Financial Gravity Companies’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
2018
Q1 		– Sell
-661
Closed -$3K – 1562
2017
Q4 		$3K Buy
+661
New +$3.47K ﹤0.01% 849

Other funds holding NRO

Advisors Asset Management
Advisors Asset Management Monument, Colorado $6.56B AUM 35.09% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Steward Partners Investment Advisory
Steward Partners Investment Advisory New York $19.6B AUM 29.84% 1-Year Est. Return
Oppenheimer & Co
Oppenheimer & Co New York $9.37B AUM 36.4% 1-Year Est. Return
FHA
Flagship Harbor Advisors Boston, Massachusetts $2.61B AUM 23.21% 1-Year Est. Return
Ladenburg Thalmann Financial Services
Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return

Financial Gravity Companies's NRO Position: Q1 2018 in Review

Financial Gravity Companies sold out of Neuberger Real Estate Securities Income Fund Inc (NRO) in Q1 2018, closing a stake of 661 shares — an estimated $3K sold.

Financial Gravity Companies first reported a position in NRO in Q4 2017 and held it in 1 quarter. The position peaked at $3K in Q4 2017. 48 funds tracked by Wall St. Rank hold NRO as of Q1 2018.

  • Financial Gravity Companies reported no remaining Neuberger Real Estate Securities Income Fund Inc position as of Q1 2018 after selling out during the quarter.
  • Financial Gravity Companies sold 661 Neuberger Real Estate Securities Income Fund Inc shares in Q1 2018, an estimated $3K.
  • Financial Gravity Companies first reported a position in Neuberger Real Estate Securities Income Fund Inc in Q4 2017 and held it in 1 quarter.
  • Financial Gravity Companies's Neuberger Real Estate Securities Income Fund Inc position peaked at $3K in Q4 2017.
  • 48 funds tracked by Wall St. Rank held Neuberger Real Estate Securities Income Fund Inc as of Q1 2018.

Based on Financial Gravity Companies's 13F filing for Q1 2018, filed 4 May 2018.