Pinnacle Summer Investments’s Nuveen Real Estate Income Fund JRS Stock Holding History

Pinnacle Summer Investments’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
2015 Q2	–	Sell	-280	Closed	-$3K	–	849
2015 Q1	$3K	Hold	280	–	–	﹤0.01%	910
2014 Q4	$3K	Hold	280	–	–	﹤0.01%	926
2014 Q3	$3K	Hold	280	–	–	﹤0.01%	952
2014 Q2	$3K	Hold	280	–	–	﹤0.01%	900
2014 Q1	$3K	Hold	280	–	–	﹤0.01%	857
2013 Q4	$3K	Hold	280	–	–	﹤0.01%	853
2013 Q3	$3K	Hold	280	–	–	﹤0.01%	824
2013 Q2	$3K	Buy	+280	New	+$3.49K	﹤0.01%	749

Other funds holding JRS

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

Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

AAM

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

CCP

Clough Capital Partners Boston, Massachusetts $1.04B AUM 49.7% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return

Whitnell & Co Oak Brook, Illinois $326M AUM 25.97% 1-Year Est. Return

Oxbow Advisors Austin, Texas $1.18B AUM 28.15% 1-Year Est. Return

Pinnacle Summer Investments's JRS Position: Q2 2015 in Review

Pinnacle Summer Investments sold out of Nuveen Real Estate Income Fund (JRS) in Q2 2015, closing a stake of 280 shares — an estimated $3K sold.

Pinnacle Summer Investments first reported a position in JRS in Q2 2013 and held it in 8 quarters. The position peaked at $3K in Q1 2015. 41 funds tracked by Wall St. Rank hold JRS as of Q2 2015.

Pinnacle Summer Investments reported no remaining Nuveen Real Estate Income Fund position as of Q2 2015 after selling out during the quarter.
Pinnacle Summer Investments sold 280 Nuveen Real Estate Income Fund shares in Q2 2015, an estimated $3K.
Pinnacle Summer Investments first reported a position in Nuveen Real Estate Income Fund in Q2 2013 and held it in 8 quarters.
Pinnacle Summer Investments's Nuveen Real Estate Income Fund position peaked at $3K in Q1 2015.
41 funds tracked by Wall St. Rank held Nuveen Real Estate Income Fund as of Q2 2015.

Based on Pinnacle Summer Investments's 13F filing for Q2 2015, filed 28 Jul 2015.