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Personal Wealth Partners’s Nuveen Real Estate Income Fund JRS Stock Holding History

Personal Wealth Partners’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
2019
Q3 		– Sell
-398
Closed -$4K – 604
2019
Q2 		$4K Buy
+398
New +$4.1K ﹤0.01% 253

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Personal Wealth Partners's JRS Position: Q3 2019 in Review

Personal Wealth Partners sold out of Nuveen Real Estate Income Fund (JRS) in Q3 2019, closing a stake of 398 shares — an estimated $4K sold.

Personal Wealth Partners first reported a position in JRS in Q2 2019 and held it in 1 quarter. The position peaked at $4K in Q2 2019. 56 funds tracked by Wall St. Rank hold JRS as of Q3 2019.

  • Personal Wealth Partners reported no remaining Nuveen Real Estate Income Fund position as of Q3 2019 after selling out during the quarter.
  • Personal Wealth Partners sold 398 Nuveen Real Estate Income Fund shares in Q3 2019, an estimated $4K.
  • Personal Wealth Partners first reported a position in Nuveen Real Estate Income Fund in Q2 2019 and held it in 1 quarter.
  • Personal Wealth Partners's Nuveen Real Estate Income Fund position peaked at $4K in Q2 2019.
  • 56 funds tracked by Wall St. Rank held Nuveen Real Estate Income Fund as of Q3 2019.

Based on Personal Wealth Partners's 13F filing for Q3 2019, filed 22 Oct 2019.