JWA
NRO

JFS Wealth Advisors’s Neuberger Real Estate Securities Income Fund Inc NRO Stock Holding History

JFS Wealth Advisors’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
2016
Q1 		– Sell
-656
Closed -$3K – 654
2015
Q4 		$3K Hold
656
– – ﹤0.01% 490
2015
Q3 		$3K Buy
+656
New +$2.97K ﹤0.01% 424

Other funds holding NRO

BI
Bulldog Investors Saddle Brook, New Jersey $445M AUM 2.55% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return
COLIM
City of London Investment Management London, United Kingdom $1.38B AUM 42.43% 1-Year Est. Return
PAIM
Punch & Associates Investment Management Edina, Minnesota $1.73B AUM 27.65% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
MIG
Mariner Investment Group Harrison, New York $346M AUM 25.25% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 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

JFS Wealth Advisors's NRO Position: Q1 2016 in Review

JFS Wealth Advisors sold out of Neuberger Real Estate Securities Income Fund Inc (NRO) in Q1 2016, closing a stake of 656 shares — an estimated $3K sold.

JFS Wealth Advisors first reported a position in NRO in Q3 2015 and held it in 2 quarters. The position peaked at $3K in Q4 2015. 56 funds tracked by Wall St. Rank hold NRO as of Q1 2016.

  • JFS Wealth Advisors reported no remaining Neuberger Real Estate Securities Income Fund Inc position as of Q1 2016 after selling out during the quarter.
  • JFS Wealth Advisors sold 656 Neuberger Real Estate Securities Income Fund Inc shares in Q1 2016, an estimated $3K.
  • JFS Wealth Advisors first reported a position in Neuberger Real Estate Securities Income Fund Inc in Q3 2015 and held it in 2 quarters.
  • JFS Wealth Advisors's Neuberger Real Estate Securities Income Fund Inc position peaked at $3K in Q4 2015.
  • 56 funds tracked by Wall St. Rank held Neuberger Real Estate Securities Income Fund Inc as of Q1 2016.

Based on JFS Wealth Advisors's 13F filing for Q1 2016, filed 25 Apr 2016.