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Mountain Capital Investment Advisors’s Neuberger Real Estate Securities Income Fund Inc NRO Stock Holding History

Mountain Capital Investment Advisors’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
2017
Q4 		– Sell
-2,851
Closed -$15K – 295
2017
Q3 		$15K Buy
2,851
+70
+3% +$366 0.01% 221
2017
Q2 		$14K Buy
+2,781
New +$14.2K 0.01% 264

Other funds holding NRO

Advisors Asset Management
Advisors Asset Management Monument, Colorado $6.56B AUM 35.09% 1-Year Est. Return
PAIM
Punch & Associates Investment Management Edina, Minnesota $2.02B AUM 40.6% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Steward Partners Investment Advisory
Steward Partners Investment Advisory New York $19.6B AUM 29.84% 1-Year Est. Return
Raymond James & Associates
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
FHA
Flagship Harbor Advisors Boston, Massachusetts $2.61B AUM 23.21% 1-Year Est. Return

Mountain Capital Investment Advisors's NRO Position: Q4 2017 in Review

Mountain Capital Investment Advisors sold out of Neuberger Real Estate Securities Income Fund Inc (NRO) in Q4 2017, closing a stake of 2,851 shares — an estimated $15K sold.

Mountain Capital Investment Advisors first reported a position in NRO in Q2 2017 and held it in 2 quarters. The position peaked at $15K in Q3 2017. 47 funds tracked by Wall St. Rank hold NRO as of Q4 2017.

  • Mountain Capital Investment Advisors reported no remaining Neuberger Real Estate Securities Income Fund Inc position as of Q4 2017 after selling out during the quarter.
  • Mountain Capital Investment Advisors sold 2,851 Neuberger Real Estate Securities Income Fund Inc shares in Q4 2017, an estimated $15K.
  • Mountain Capital Investment Advisors first reported a position in Neuberger Real Estate Securities Income Fund Inc in Q2 2017 and held it in 2 quarters.
  • Mountain Capital Investment Advisors's Neuberger Real Estate Securities Income Fund Inc position peaked at $15K in Q3 2017.
  • 47 funds tracked by Wall St. Rank held Neuberger Real Estate Securities Income Fund Inc as of Q4 2017.

Based on Mountain Capital Investment Advisors's 13F filing for Q4 2017, filed 9 Feb 2018.