Fulcrum Equity Management’s Nuveen Real Estate Income Fund JRS Stock Holding History

Fulcrum Equity Management’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 Q1	–	Sell	-24,972	Closed	-$265K	–	75
2019 Q4	$265K	Sell	24,972 -5,785	-19%	-$61.8K	0.14%	84
2019 Q3	$338K	Hold	30,757	–	–	0.17%	71
2019 Q2	$328K	Buy	30,757 +1,086	+4%	+$11.2K	0.16%	69
2019 Q1	$307K	Hold	29,671	–	–	0.11%	70
2018 Q4	$251K	Buy	+29,671	New	+$272K	0.09%	64

Other funds holding JRS

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

AAM

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

WAM

Wolverine Asset Management Chicago, Illinois $10.4B AUM 4.78% 1-Year Est. Return

1CP

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

KIM

Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return

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

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

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

ABC

Associated Banc-Corp Green Bay, Wisconsin $3.78B AUM 21.74% 1-Year Est. Return

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

Fulcrum Equity Management's JRS Position: Q1 2020 in Review

Fulcrum Equity Management sold out of Nuveen Real Estate Income Fund (JRS) in Q1 2020, closing a stake of 24,972 shares — an estimated $265K sold.

Fulcrum Equity Management first reported a position in JRS in Q4 2018 and held it in 5 quarters. The position peaked at $338K in Q3 2019. 66 funds tracked by Wall St. Rank hold JRS as of Q1 2020.

Fulcrum Equity Management reported no remaining Nuveen Real Estate Income Fund position as of Q1 2020 after selling out during the quarter.
Fulcrum Equity Management sold 24,972 Nuveen Real Estate Income Fund shares in Q1 2020, an estimated $265K.
Fulcrum Equity Management first reported a position in Nuveen Real Estate Income Fund in Q4 2018 and held it in 5 quarters.
Fulcrum Equity Management's Nuveen Real Estate Income Fund position peaked at $338K in Q3 2019.
66 funds tracked by Wall St. Rank held Nuveen Real Estate Income Fund as of Q1 2020.

Based on Fulcrum Equity Management's 13F filing for Q1 2020, filed 1 Apr 2020.