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Independent Advisor Alliance’s Nuveen Real Estate Income Fund JRS Stock Holding History

Independent Advisor Alliance’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
-21,160
Closed -$225K – 661
2019
Q4 		$225K Buy
+21,160
New +$226K 0.01% 780
2017
Q2 		– Sell
-14,810
Closed -$166K – 331
2017
Q1 		$166K Buy
+14,810
New +$165K 0.03% 386

Other funds holding JRS

Morgan Stanley
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
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
Baird Financial Group
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
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Independent Advisor Alliance's JRS Position: Q1 2020 in Review

Independent Advisor Alliance sold out of Nuveen Real Estate Income Fund (JRS) in Q1 2020, closing a stake of 21,160 shares — an estimated $225K sold.

Independent Advisor Alliance first reported a position in JRS in Q1 2017 and held it in 2 quarters. The position peaked at $225K in Q4 2019. 66 funds tracked by Wall St. Rank hold JRS as of Q1 2020.

  • Independent Advisor Alliance reported no remaining Nuveen Real Estate Income Fund position as of Q1 2020 after selling out during the quarter.
  • Independent Advisor Alliance sold 21,160 Nuveen Real Estate Income Fund shares in Q1 2020, an estimated $225K.
  • Independent Advisor Alliance first reported a position in Nuveen Real Estate Income Fund in Q1 2017 and held it in 2 quarters.
  • Independent Advisor Alliance's Nuveen Real Estate Income Fund position peaked at $225K in Q4 2019.
  • 66 funds tracked by Wall St. Rank held Nuveen Real Estate Income Fund as of Q1 2020.

Based on Independent Advisor Alliance's 13F filing for Q1 2020, filed 14 May 2020.