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

SeaCrest Wealth 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
2021 Q3	–	Sell	-27,000	Closed	-$299K	–	707
2021 Q2	$299K	Sell	27,000 -1,800	-6%	-$19K	0.04%	502
2021 Q1	$276K	Buy	28,800 +8,100	+39%	+$72.2K	0.04%	507
2020 Q4	$175K	Buy	20,700 +4,500	+28%	+$36.3K	0.02%	578
2020 Q3	$122K	Buy	+16,200	New	+$125K	0.02%	557

Other funds holding JRS

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

1CP

1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

AAM

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

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

Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

SeaCrest Wealth Management's JRS Position: Q3 2021 in Review

SeaCrest Wealth Management sold out of Nuveen Real Estate Income Fund (JRS) in Q3 2021, closing a stake of 27,000 shares — an estimated $299K sold.

SeaCrest Wealth Management first reported a position in JRS in Q3 2020 and held it in 4 quarters. The position peaked at $299K in Q2 2021. 58 funds tracked by Wall St. Rank hold JRS as of Q3 2021.

SeaCrest Wealth Management reported no remaining Nuveen Real Estate Income Fund position as of Q3 2021 after selling out during the quarter.
SeaCrest Wealth Management sold 27,000 Nuveen Real Estate Income Fund shares in Q3 2021, an estimated $299K.
SeaCrest Wealth Management first reported a position in Nuveen Real Estate Income Fund in Q3 2020 and held it in 4 quarters.
SeaCrest Wealth Management's Nuveen Real Estate Income Fund position peaked at $299K in Q2 2021.
58 funds tracked by Wall St. Rank held Nuveen Real Estate Income Fund as of Q3 2021.

Based on SeaCrest Wealth Management's 13F filing for Q3 2021, filed 16 Nov 2021.