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Glassman Wealth Services’s Nuveen Real Estate Income Fund JRS Stock Holding History

Glassman Wealth 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
2020
Q4 		– Sell
-2,000
Closed -$15K – 1444
2020
Q3 		$15K Buy
+2,000
New +$15.4K ﹤0.01% 511

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PAG
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AA
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Glassman Wealth Services's JRS Position: Q4 2020 in Review

Glassman Wealth Services sold out of Nuveen Real Estate Income Fund (JRS) in Q4 2020, closing a stake of 2,000 shares — an estimated $15K sold.

Glassman Wealth Services first reported a position in JRS in Q3 2020 and held it in 1 quarter. The position peaked at $15K in Q3 2020. 60 funds tracked by Wall St. Rank hold JRS as of Q4 2020.

  • Glassman Wealth Services reported no remaining Nuveen Real Estate Income Fund position as of Q4 2020 after selling out during the quarter.
  • Glassman Wealth Services sold 2,000 Nuveen Real Estate Income Fund shares in Q4 2020, an estimated $15K.
  • Glassman Wealth Services first reported a position in Nuveen Real Estate Income Fund in Q3 2020 and held it in 1 quarter.
  • Glassman Wealth Services's Nuveen Real Estate Income Fund position peaked at $15K in Q3 2020.
  • 60 funds tracked by Wall St. Rank held Nuveen Real Estate Income Fund as of Q4 2020.

Based on Glassman Wealth Services's 13F filing for Q4 2020, filed 4 Feb 2021.