OneDigital Investment Advisors’s Nuveen Real Estate Income Fund JRS Stock Holding History

OneDigital Investment Advisors’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
2020 Q3	–	Sell	-19,437	Closed	-$145K	–	694
2020 Q2	$145K	Buy	19,437 +40	+0.2%	+$291	0.01%	570
2020 Q1	$132K	Buy	19,397 +1,342	+7%	+$12.9K	0.01%	497
2019 Q4	$192K	Hold	18,055	–	–	0.02%	526
2019 Q3	$198K	Buy	+18,055	New	+$193K	0.02%	493
2019 Q1	–	Sell	-13,226	Closed	-$112K	–	1157
2018 Q4	$112K	Buy	+13,226	New	+$121K	0.02%	318
2018 Q3	–	Sell	-13,198	Closed	-$132K	–	1111
2018 Q2	$132K	Buy	13,198 +15	+0.1%	+$146	0.03%	294
2018 Q1	$128K	Buy	13,183 +14	+0.1%	+$142	0.03%	299
2017 Q4	$148K	Buy	13,169 +13	+0.1%	+$144	0.02%	266
2017 Q3	$147K	Buy	13,156 +14	+0.1%	+$157	0.05%	172
2017 Q2	$149K	Buy	+13,142	New	+$149K	0.04%	241

Other funds holding JRS

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

1CP

1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 1-Year Est. Return

AAM

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return

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

ABC

Associated Banc-Corp Green Bay, Wisconsin $3.78B AUM 21.74% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

AQR Arbitrage Greenwich, Connecticut $6.09B AUM 27.01% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

OneDigital Investment Advisors's JRS Position: Q3 2020 in Review

OneDigital Investment Advisors sold out of Nuveen Real Estate Income Fund (JRS) in Q3 2020, closing a stake of 19,437 shares — an estimated $145K sold.

OneDigital Investment Advisors first reported a position in JRS in Q2 2017 and held it in 10 quarters. The position peaked at $198K in Q3 2019. 56 funds tracked by Wall St. Rank hold JRS as of Q3 2020.

OneDigital Investment Advisors reported no remaining Nuveen Real Estate Income Fund position as of Q3 2020 after selling out during the quarter.
OneDigital Investment Advisors sold 19,437 Nuveen Real Estate Income Fund shares in Q3 2020, an estimated $145K.
OneDigital Investment Advisors first reported a position in Nuveen Real Estate Income Fund in Q2 2017 and held it in 10 quarters.
OneDigital Investment Advisors's Nuveen Real Estate Income Fund position peaked at $198K in Q3 2019.
56 funds tracked by Wall St. Rank held Nuveen Real Estate Income Fund as of Q3 2020.

Based on OneDigital Investment Advisors's 13F filing for Q3 2020, filed 9 Oct 2020.