OIA
NRO

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

Optimum 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
2015
Q1 		$8K Hold
1,572
– – ﹤0.01% 823
2014
Q4 		$8K Hold
1,572
– – ﹤0.01% 866
2014
Q3 		$7K Hold
1,572
– – ﹤0.01% 804
2014
Q2 		$8K Hold
1,572
– – ﹤0.01% 804
2014
Q1 		$7K Hold
1,572
– – ﹤0.01% 636
2013
Q4 		$7K Hold
1,572
– – ﹤0.01% 639
2013
Q3 		$7K Buy
+1,572
New +$6.92K ﹤0.01% 610

Other funds holding NRO

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
CA
Cornerstone Advisors Asheville, North Carolina $2.72B AUM 22.17% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return
SLF
Sun Life Financial Toronto, Ontario, Canada $1.76B AUM 19.57% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
BI
Bulldog Investors Saddle Brook, New Jersey $445M AUM 2.55% 1-Year Est. Return
PAIM
Punch & Associates Investment Management Edina, Minnesota $1.73B AUM 27.65% 1-Year Est. Return
1CP
1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 1-Year Est. Return

Optimum Investment Advisors's NRO Position: Q1 2015 in Review

Optimum Investment Advisors held its Neuberger Real Estate Securities Income Fund Inc (NRO) position steady in Q1 2015 at 1,572 shares worth $8K. The position accounts for ﹤0.01% of the portfolio, ranked #823.

Optimum Investment Advisors first reported a position in NRO in Q3 2013 and has held it in 7 quarters since. 59 funds tracked by Wall St. Rank hold NRO as of Q1 2015.

  • Optimum Investment Advisors held 1,572 shares of Neuberger Real Estate Securities Income Fund Inc worth $8K as of Q1 2015.
  • Optimum Investment Advisors left its Neuberger Real Estate Securities Income Fund Inc share count unchanged in Q1 2015.
  • Neuberger Real Estate Securities Income Fund Inc made up ﹤0.01% of Optimum Investment Advisors's portfolio in Q1 2015, its #823 holding.
  • Optimum Investment Advisors first reported a position in Neuberger Real Estate Securities Income Fund Inc in Q3 2013 and has held it in 7 quarters since.
  • 59 funds tracked by Wall St. Rank held Neuberger Real Estate Securities Income Fund Inc as of Q1 2015.

Based on Optimum Investment Advisors's 13F filing for Q1 2015, filed 18 May 2015.