King Wealth Management Group’s Nuveen Real Estate Income Fund JRS Stock Holding History

King Wealth Management Group’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
2018 Q1	–	Sell	-11,522	Closed	-$130K	–	132
2017 Q4	$130K	Sell	11,522 -1,505	-12%	-$16.7K	0.05%	123
2017 Q3	$145K	Sell	13,027 -70	-0.5%	-$785	0.05%	125
2017 Q2	$148K	Hold	13,097	–	–	0.06%	125
2017 Q1	$145K	Hold	13,097	–	–	0.06%	123
2016 Q4	$141K	Hold	13,097	–	–	0.06%	119
2016 Q3	$156K	Buy	13,097 +2,075	+19%	+$24.9K	0.08%	118
2016 Q2	$132K	Buy	+11,022	New	+$122K	0.07%	106
2015 Q3	–	Sell	-10,872	Closed	-$111K	–	117
2015 Q2	$111K	Buy	+10,872	New	+$122K	0.06%	118

Other funds holding JRS

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Whitnell & Co Oak Brook, Illinois $326M AUM 25.97% 1-Year Est. Return

Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Oxbow Advisors Austin, Texas $1.18B AUM 28.15% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return

King Wealth Management Group's JRS Position: Q1 2018 in Review

King Wealth Management Group sold out of Nuveen Real Estate Income Fund (JRS) in Q1 2018, closing a stake of 11,522 shares — an estimated $130K sold.

King Wealth Management Group first reported a position in JRS in Q2 2015 and held it in 8 quarters. The position peaked at $156K in Q3 2016. 50 funds tracked by Wall St. Rank hold JRS as of Q1 2018.

King Wealth Management Group reported no remaining Nuveen Real Estate Income Fund position as of Q1 2018 after selling out during the quarter.
King Wealth Management Group sold 11,522 Nuveen Real Estate Income Fund shares in Q1 2018, an estimated $130K.
King Wealth Management Group first reported a position in Nuveen Real Estate Income Fund in Q2 2015 and held it in 8 quarters.
King Wealth Management Group's Nuveen Real Estate Income Fund position peaked at $156K in Q3 2016.
50 funds tracked by Wall St. Rank held Nuveen Real Estate Income Fund as of Q1 2018.

Based on King Wealth Management Group's 13F filing for Q1 2018, filed 14 May 2018.