Gary Goldberg Planning Services’s Nuveen Real Estate Income Fund JRS Stock Holding History

Gary Goldberg Planning Services’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
2014 Q4	$366K	Sell	31,808 -7,007	-18%	-$78.4K	0.15%	74
2014 Q3	$408K	Sell	38,815 -10,022	-21%	-$110K	0.17%	77
2014 Q2	$546K	Buy	48,837 +1,075	+2%	+$11.8K	0.24%	62
2014 Q1	$512K	Buy	47,762 +1,326	+3%	+$13.8K	0.25%	59
2013 Q4	$442K	Sell	46,436 -8,795	-16%	-$93.8K	0.26%	59
2013 Q3	$583K	Sell	55,231 -3,782	-6%	-$41.9K	0.35%	50
2013 Q2	$702K	Buy	+59,013	New	+$735K	0.45%	45

Other funds holding JRS

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

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

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

AAM

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

Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return

Whitnell & Co Oak Brook, Illinois $326M AUM 25.97% 1-Year Est. Return

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

WAM

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

Oxbow Advisors Austin, Texas $1.18B AUM 28.15% 1-Year Est. Return

Gary Goldberg Planning Services's JRS Position: Q4 2014 in Review

Gary Goldberg Planning Services reduced its Nuveen Real Estate Income Fund (JRS) stake by 18% in Q4 2014, selling an estimated $78.4K and leaving 31,808 shares worth $366K. The position accounts for 0.15% of the portfolio, ranked #74.

Gary Goldberg Planning Services first reported a position in JRS in Q2 2013 and has held it in 7 quarters since. The position peaked at $702K in Q2 2013. 42 funds tracked by Wall St. Rank hold JRS as of Q4 2014.

Gary Goldberg Planning Services held 31,808 shares of Nuveen Real Estate Income Fund worth $366K as of Q4 2014.
Gary Goldberg Planning Services sold 7,007 Nuveen Real Estate Income Fund shares in Q4 2014, an estimated $78.4K.
Nuveen Real Estate Income Fund made up 0.15% of Gary Goldberg Planning Services's portfolio in Q4 2014, its #74 holding.
Gary Goldberg Planning Services first reported a position in Nuveen Real Estate Income Fund in Q2 2013 and has held it in 7 quarters since.
Gary Goldberg Planning Services's Nuveen Real Estate Income Fund position peaked at $702K in Q2 2013.
42 funds tracked by Wall St. Rank held Nuveen Real Estate Income Fund as of Q4 2014.

Based on Gary Goldberg Planning Services's 13F filing for Q4 2014, filed 9 Feb 2015.