IWM
NRO

IHT Wealth Management’s Neuberger Real Estate Securities Income Fund Inc NRO Stock Holding History

IHT Wealth Management’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
2017
Q4 		– Sell
-2,640
Closed -$14K – 1749
2017
Q3 		$14K Buy
+2,640
New +$13.8K 0.01% 870

Other funds holding NRO

AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
PAIM
Punch & Associates Investment Management Edina, Minnesota $1.73B AUM 27.65% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
SPIA
Steward Partners Investment Advisory New York $19.6B AUM 22.89% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
FHA
Flagship Harbor Advisors Boston, Massachusetts $2.27B AUM 18.34% 1-Year Est. Return

IHT Wealth Management's NRO Position: Q4 2017 in Review

IHT Wealth Management sold out of Neuberger Real Estate Securities Income Fund Inc (NRO) in Q4 2017, closing a stake of 2,640 shares — an estimated $14K sold.

IHT Wealth Management first reported a position in NRO in Q3 2017 and held it in 1 quarter. The position peaked at $14K in Q3 2017. 47 funds tracked by Wall St. Rank hold NRO as of Q4 2017.

  • IHT Wealth Management reported no remaining Neuberger Real Estate Securities Income Fund Inc position as of Q4 2017 after selling out during the quarter.
  • IHT Wealth Management sold 2,640 Neuberger Real Estate Securities Income Fund Inc shares in Q4 2017, an estimated $14K.
  • IHT Wealth Management first reported a position in Neuberger Real Estate Securities Income Fund Inc in Q3 2017 and held it in 1 quarter.
  • IHT Wealth Management's Neuberger Real Estate Securities Income Fund Inc position peaked at $14K in Q3 2017.
  • 47 funds tracked by Wall St. Rank held Neuberger Real Estate Securities Income Fund Inc as of Q4 2017.

Based on IHT Wealth Management's 13F filing for Q4 2017, filed 14 Feb 2018.