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Regal Investment Advisors’s Nuveen Real Estate Income Fund JRS Stock Holding History

Regal Investment Advisors’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
2014
Q4 		– Sell
-800
Closed -$8K – 967
2014
Q3 		$8K Hold
800
– – ﹤0.01% 728
2014
Q2 		$9K Hold
800
– – ﹤0.01% 690
2014
Q1 		$9K Hold
800
– – ﹤0.01% 660
2013
Q4 		$8K Hold
800
– – ﹤0.01% 618
2013
Q3 		$9K Hold
800
– – 0.01% 616
2013
Q2 		$10K Buy
+800
New +$9.96K 0.01% 583

Other funds holding JRS

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
LPL Financial
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
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
WC
Whitnell & Co Oak Brook, Illinois $326M AUM 25.97% 1-Year Est. Return
CA
Cornerstone Advisors Asheville, North Carolina $2.72B AUM 22.17% 1-Year Est. Return
WAM
Wolverine Asset Management Chicago, Illinois $10.4B AUM 4.78% 1-Year Est. Return
OA
Oxbow Advisors Austin, Texas $1.18B AUM 28.15% 1-Year Est. Return

Regal Investment Advisors's JRS Position: Q4 2014 in Review

Regal Investment Advisors sold out of Nuveen Real Estate Income Fund (JRS) in Q4 2014, closing a stake of 800 shares — an estimated $8K sold.

Regal Investment Advisors first reported a position in JRS in Q2 2013 and held it in 6 quarters. The position peaked at $10K in Q2 2013. 42 funds tracked by Wall St. Rank hold JRS as of Q4 2014.

  • Regal Investment Advisors reported no remaining Nuveen Real Estate Income Fund position as of Q4 2014 after selling out during the quarter.
  • Regal Investment Advisors sold 800 Nuveen Real Estate Income Fund shares in Q4 2014, an estimated $8K.
  • Regal Investment Advisors first reported a position in Nuveen Real Estate Income Fund in Q2 2013 and held it in 6 quarters.
  • Regal Investment Advisors's Nuveen Real Estate Income Fund position peaked at $10K in Q2 2013.
  • 42 funds tracked by Wall St. Rank held Nuveen Real Estate Income Fund as of Q4 2014.

Based on Regal Investment Advisors's 13F filing for Q4 2014, filed 11 Feb 2015.