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Milestone Investment Advisors’s Nuveen Short-Term REIT ETF NURE Stock Holding History

Milestone Investment Advisors’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
2023
Q3 		– Sell
-500
Closed -$15.2K – 444
2023
Q2 		$15.2K Sell
500
-2,000
-80% -$60K ﹤0.01% 102
2023
Q1 		$74.3K Hold
2,500
– – 0.02% 167
2022
Q4 		$71K Buy
+2,500
New +$73.8K 0.02% 77

Other funds holding NURE

HW
Hedeker Wealth Lincolnshire, Illinois $474M AUM 41.25% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
TRCT
Tower Research Capital (TRC) New York $3.85B AUM 32.11% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return
CWM
Cornerstone Wealth Management St. Peters, Missouri $2.33B AUM 25.21% 1-Year Est. Return
KW
KWB Wealth Redlands, California $1.17B AUM 18.92% 1-Year Est. Return
MI
Moneywise Inc Forest, Virginia $268M AUM 24.05% 1-Year Est. Return

Milestone Investment Advisors's NURE Position: Q3 2023 in Review

Milestone Investment Advisors sold out of Nuveen Short-Term REIT ETF (NURE) in Q3 2023, closing a stake of 500 shares — an estimated $15.2K sold.

Milestone Investment Advisors first reported a position in NURE in Q4 2022 and held it in 3 quarters. The position peaked at $74.3K in Q1 2023. 33 funds tracked by Wall St. Rank hold NURE as of Q3 2023.

  • Milestone Investment Advisors reported no remaining Nuveen Short-Term REIT ETF position as of Q3 2023 after selling out during the quarter.
  • Milestone Investment Advisors sold 500 Nuveen Short-Term REIT ETF shares in Q3 2023, an estimated $15.2K.
  • Milestone Investment Advisors first reported a position in Nuveen Short-Term REIT ETF in Q4 2022 and held it in 3 quarters.
  • Milestone Investment Advisors's Nuveen Short-Term REIT ETF position peaked at $74.3K in Q1 2023.
  • 33 funds tracked by Wall St. Rank held Nuveen Short-Term REIT ETF as of Q3 2023.

Based on Milestone Investment Advisors's 13F filing for Q3 2023, filed 8 Nov 2023.