RFM
JRS icon

Royal Fund Management’s Nuveen Real Estate Income Fund JRS Stock Holding History

Royal Fund Management’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
2018
Q3 		– Sell
-1,350
Closed -$13K – 593
2018
Q2 		$13K Buy
+1,350
New +$13.2K ﹤0.01% 331

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
WAM
Wolverine Asset Management Chicago, Illinois $10.4B AUM 4.78% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
1CP
1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 1-Year Est. Return
WC
Whitnell & Co Oak Brook, Illinois $326M AUM 25.97% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
BAM
Bruderman Asset Management Locust Valley, New York $55.7M AUM 4.16% 1-Year Est. Return

Royal Fund Management's JRS Position: Q3 2018 in Review

Royal Fund Management sold out of Nuveen Real Estate Income Fund (JRS) in Q3 2018, closing a stake of 1,350 shares — an estimated $13K sold.

Royal Fund Management first reported a position in JRS in Q2 2018 and held it in 1 quarter. The position peaked at $13K in Q2 2018. 58 funds tracked by Wall St. Rank hold JRS as of Q3 2018.

  • Royal Fund Management reported no remaining Nuveen Real Estate Income Fund position as of Q3 2018 after selling out during the quarter.
  • Royal Fund Management sold 1,350 Nuveen Real Estate Income Fund shares in Q3 2018, an estimated $13K.
  • Royal Fund Management first reported a position in Nuveen Real Estate Income Fund in Q2 2018 and held it in 1 quarter.
  • Royal Fund Management's Nuveen Real Estate Income Fund position peaked at $13K in Q2 2018.
  • 58 funds tracked by Wall St. Rank held Nuveen Real Estate Income Fund as of Q3 2018.

Based on Royal Fund Management's 13F filing for Q3 2018, filed 7 May 2020.