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Private Trust Company’s Nuveen Short-Term REIT ETF NURE Stock Holding History

Private Trust Company’s Portfolio NURE Stock Details NURE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q1 		– Sell
-2,589
Closed -$74K – 2344
2022
Q4 		$74K Sell
2,589
-70
-3% -$2.07K 0.01% 834
2022
Q3 		$79K Hold
2,659
– – 0.01% 747
2022
Q2 		$86K Buy
+2,659
New +$95.1K 0.01% 739

Other funds holding NURE

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
HW
Hedeker Wealth Lincolnshire, Illinois $474M AUM 41.25% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
TRCT
Tower Research Capital (TRC) New York $3.85B AUM 32.11% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return
MI
Moneywise Inc Forest, Virginia $268M AUM 24.05% 1-Year Est. Return
ACP
Arcus Capital Partners Atlanta, Georgia $278M AUM 14.53% 1-Year Est. Return

Private Trust Company's NURE Position: Q1 2023 in Review

Private Trust Company sold out of Nuveen Short-Term REIT ETF (NURE) in Q1 2023, closing a stake of 2,589 shares — an estimated $74K sold.

Private Trust Company first reported a position in NURE in Q2 2022 and held it in 3 quarters. The position peaked at $86K in Q2 2022. 33 funds tracked by Wall St. Rank hold NURE as of Q1 2023.

  • Private Trust Company reported no remaining Nuveen Short-Term REIT ETF position as of Q1 2023 after selling out during the quarter.
  • Private Trust Company sold 2,589 Nuveen Short-Term REIT ETF shares in Q1 2023, an estimated $74K.
  • Private Trust Company first reported a position in Nuveen Short-Term REIT ETF in Q2 2022 and held it in 3 quarters.
  • Private Trust Company's Nuveen Short-Term REIT ETF position peaked at $86K in Q2 2022.
  • 33 funds tracked by Wall St. Rank held Nuveen Short-Term REIT ETF as of Q1 2023.

Based on Private Trust Company's 13F filing for Q1 2023, filed 12 Apr 2023.