LifePlan Financial Group’s Nuveen Short-Term REIT ETF NURE Stock Holding History

LifePlan Financial Group’s Portfolio NURE Stock Details NURE Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q3	$10K	Hold	456	–	–	﹤0.01%	409
2020 Q2	$10K	Hold	456	–	–	﹤0.01%	412
2020 Q1	$10K	Hold	456	–	–	0.01%	400
2019 Q4	$14K	Hold	456	–	–	0.01%	391
2019 Q3	$14K	Hold	456	–	–	0.01%	387
2019 Q2	$13K	Hold	456	–	–	0.01%	383
2019 Q1	$13K	Hold	456	–	–	0.01%	385
2018 Q4	$11K	Buy	+456	New	+$12.1K	0.01%	380

Other funds holding NURE

Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return

Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

TAP Consulting Kirkwood, Missouri $489M AUM 8.88% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

RVW Wealth Los Angeles, California $1.52B AUM 23.06% 1-Year Est. Return

TRCT

Tower Research Capital (TRC) New York $3.85B AUM 32.11% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

LifePlan Financial Group's NURE Position: Q3 2020 in Review

LifePlan Financial Group held its Nuveen Short-Term REIT ETF (NURE) position steady in Q3 2020 at 456 shares worth $10K. The position accounts for ﹤0.01% of the portfolio, ranked #409.

LifePlan Financial Group first reported a position in NURE in Q4 2018 and has held it in 8 quarters since. The position peaked at $14K in Q4 2019. 15 funds tracked by Wall St. Rank hold NURE as of Q3 2020.

LifePlan Financial Group held 456 shares of Nuveen Short-Term REIT ETF worth $10K as of Q3 2020.
LifePlan Financial Group left its Nuveen Short-Term REIT ETF share count unchanged in Q3 2020.
Nuveen Short-Term REIT ETF made up ﹤0.01% of LifePlan Financial Group's portfolio in Q3 2020, its #409 holding.
LifePlan Financial Group first reported a position in Nuveen Short-Term REIT ETF in Q4 2018 and has held it in 8 quarters since.
LifePlan Financial Group's Nuveen Short-Term REIT ETF position peaked at $14K in Q4 2019.
15 funds tracked by Wall St. Rank held Nuveen Short-Term REIT ETF as of Q3 2020.

Based on LifePlan Financial Group's 13F filing for Q3 2020, filed 30 Oct 2020.