KJWM
NRO

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

Kiley Juergens 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
2018
Q4 		– Sell
-11,575
Closed -$54K – 434
2018
Q3 		$54K Hold
11,575
– – 0.04% 229
2018
Q2 		$56K Hold
11,575
– – 0.05% 192
2018
Q1 		$52K Hold
11,575
– – 0.06% 81
2017
Q4 		$61K Buy
+11,575
New +$60.8K 0.05% 180

Other funds holding NRO

AAM
Advisors Asset Management Monument, Colorado $6.56B AUM 35.09% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return
WAM
Wolverine Asset Management Chicago, Illinois $11.4B AUM 5.65% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
BC
Brookfield Corp Toronto, Ontario, Canada $77B AUM 10.33% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
LCM
Landscape Capital Management Englewood, New Jersey $1.54B AUM 30.95% 1-Year Est. Return
OC
Oppenheimer & Co New York $9.37B AUM 36.4% 1-Year Est. Return

Kiley Juergens Wealth Management's NRO Position: Q4 2018 in Review

Kiley Juergens Wealth Management sold out of Neuberger Real Estate Securities Income Fund Inc (NRO) in Q4 2018, closing a stake of 11,575 shares — an estimated $54K sold.

Kiley Juergens Wealth Management first reported a position in NRO in Q4 2017 and held it in 4 quarters. The position peaked at $61K in Q4 2017. 53 funds tracked by Wall St. Rank hold NRO as of Q4 2018.

  • Kiley Juergens Wealth Management reported no remaining Neuberger Real Estate Securities Income Fund Inc position as of Q4 2018 after selling out during the quarter.
  • Kiley Juergens Wealth Management sold 11,575 Neuberger Real Estate Securities Income Fund Inc shares in Q4 2018, an estimated $54K.
  • Kiley Juergens Wealth Management first reported a position in Neuberger Real Estate Securities Income Fund Inc in Q4 2017 and held it in 4 quarters.
  • Kiley Juergens Wealth Management's Neuberger Real Estate Securities Income Fund Inc position peaked at $61K in Q4 2017.
  • 53 funds tracked by Wall St. Rank held Neuberger Real Estate Securities Income Fund Inc as of Q4 2018.

Based on Kiley Juergens Wealth Management's 13F filing for Q4 2018, filed 15 Jan 2019.