Marshwinds Advisory’s Nuveen Real Estate Income Fund JRS Stock Holding History

Marshwinds Advisory’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
2015 Q1	–	Sell	-12,200	Closed	-$140K	–	147
2014 Q4	$140K	Hold	12,200	–	–	0.07%	142
2014 Q3	$128K	Hold	12,200	–	–	0.06%	137
2014 Q2	$136K	Hold	12,200	–	–	0.07%	139
2014 Q1	$131K	Hold	12,200	–	–	0.07%	136
2013 Q4	$116K	Hold	12,200	–	–	0.06%	132
2013 Q3	$129K	Hold	12,200	–	–	0.07%	130
2013 Q2	$145K	Buy	+12,200	New	+$152K	0.09%	130

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

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

AAM

Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return

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

CCP

Clough Capital Partners Boston, Massachusetts $1.04B AUM 49.7% 1-Year Est. Return

Cornerstone Advisors Asheville, North Carolina $2.72B AUM 22.17% 1-Year Est. Return

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

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

Marshwinds Advisory's JRS Position: Q1 2015 in Review

Marshwinds Advisory sold out of Nuveen Real Estate Income Fund (JRS) in Q1 2015, closing a stake of 12,200 shares — an estimated $140K sold.

Marshwinds Advisory first reported a position in JRS in Q2 2013 and held it in 7 quarters. The position peaked at $145K in Q2 2013. 38 funds tracked by Wall St. Rank hold JRS as of Q1 2015.

Marshwinds Advisory reported no remaining Nuveen Real Estate Income Fund position as of Q1 2015 after selling out during the quarter.
Marshwinds Advisory sold 12,200 Nuveen Real Estate Income Fund shares in Q1 2015, an estimated $140K.
Marshwinds Advisory first reported a position in Nuveen Real Estate Income Fund in Q2 2013 and held it in 7 quarters.
Marshwinds Advisory's Nuveen Real Estate Income Fund position peaked at $145K in Q2 2013.
38 funds tracked by Wall St. Rank held Nuveen Real Estate Income Fund as of Q1 2015.

Based on Marshwinds Advisory's 13F filing for Q1 2015, filed 9 Apr 2015.