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Institutional & Family Asset Management’s Nuveen Real Estate Income Fund JRS Stock Holding History

Institutional & Family Asset 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
2019
Q2 		– Sell
-4,310
Closed -$45K – 859
2019
Q1 		$45K Buy
4,310
+3,430
+390% +$34K 0.01% 335
2018
Q4 		$7K Buy
+880
New +$8.08K ﹤0.01% 534

Other funds holding JRS

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
1CP
1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 1-Year Est. Return
WC
Whitnell & Co Oak Brook, Illinois $326M AUM 25.97% 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
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
BAM
Bruderman Asset Management Locust Valley, New York $55.7M AUM 4.16% 1-Year Est. Return

Institutional & Family Asset Management's JRS Position: Q2 2019 in Review

Institutional & Family Asset Management sold out of Nuveen Real Estate Income Fund (JRS) in Q2 2019, closing a stake of 4,310 shares — an estimated $45K sold.

Institutional & Family Asset Management first reported a position in JRS in Q4 2018 and held it in 2 quarters. The position peaked at $45K in Q1 2019. 58 funds tracked by Wall St. Rank hold JRS as of Q2 2019.

  • Institutional & Family Asset Management reported no remaining Nuveen Real Estate Income Fund position as of Q2 2019 after selling out during the quarter.
  • Institutional & Family Asset Management sold 4,310 Nuveen Real Estate Income Fund shares in Q2 2019, an estimated $45K.
  • Institutional & Family Asset Management first reported a position in Nuveen Real Estate Income Fund in Q4 2018 and held it in 2 quarters.
  • Institutional & Family Asset Management's Nuveen Real Estate Income Fund position peaked at $45K in Q1 2019.
  • 58 funds tracked by Wall St. Rank held Nuveen Real Estate Income Fund as of Q2 2019.

Based on Institutional & Family Asset Management's 13F filing for Q2 2019, filed 14 Aug 2019.