OPS
NRO

Orion Portfolio Solutions’s Neuberger Real Estate Securities Income Fund Inc NRO Stock Holding History

Orion Portfolio Solutions’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
2020
Q3 		– Sell
-727
Closed -$3K – 1490
2020
Q2 		$3K Buy
+727
New +$2.36K ﹤0.01% 1664

Other funds holding NRO

AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
SPIA
Steward Partners Investment Advisory New York $19.6B AUM 22.89% 1-Year Est. Return
FHA
Flagship Harbor Advisors Boston, Massachusetts $2.27B AUM 18.34% 1-Year Est. Return
FAIM
Financial Advocates Investment Management Olympia, Washington $178M AUM 21.03% 1-Year Est. Return

Orion Portfolio Solutions's NRO Position: Q3 2020 in Review

Orion Portfolio Solutions sold out of Neuberger Real Estate Securities Income Fund Inc (NRO) in Q3 2020, closing a stake of 727 shares — an estimated $3K sold.

Orion Portfolio Solutions first reported a position in NRO in Q2 2020 and held it in 1 quarter. The position peaked at $3K in Q2 2020. 41 funds tracked by Wall St. Rank hold NRO as of Q3 2020.

  • Orion Portfolio Solutions reported no remaining Neuberger Real Estate Securities Income Fund Inc position as of Q3 2020 after selling out during the quarter.
  • Orion Portfolio Solutions sold 727 Neuberger Real Estate Securities Income Fund Inc shares in Q3 2020, an estimated $3K.
  • Orion Portfolio Solutions first reported a position in Neuberger Real Estate Securities Income Fund Inc in Q2 2020 and held it in 1 quarter.
  • Orion Portfolio Solutions's Neuberger Real Estate Securities Income Fund Inc position peaked at $3K in Q2 2020.
  • 41 funds tracked by Wall St. Rank held Neuberger Real Estate Securities Income Fund Inc as of Q3 2020.

Based on Orion Portfolio Solutions's 13F filing for Q3 2020, filed 13 Nov 2020.