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Security National Trust’s Nuveen Real Estate Income Fund JRS Stock Holding History

Security National Trust’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
Q2 		– Sell
-800
Closed -$9K – 535
2014
Q1 		$9K Buy
+800
New +$8.34K ﹤0.01% 421

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Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
LPL Financial
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GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
RCM
Robinson Capital Management Grosse Pointe Farms, Michigan $239M AUM 0.62% 1-Year Est. Return
WC
Whitnell & Co Oak Brook, Illinois $326M AUM 25.97% 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
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return

Security National Trust's JRS Position: Q2 2014 in Review

Security National Trust sold out of Nuveen Real Estate Income Fund (JRS) in Q2 2014, closing a stake of 800 shares — an estimated $9K sold.

Security National Trust first reported a position in JRS in Q1 2014 and held it in 1 quarter. The position peaked at $9K in Q1 2014. 41 funds tracked by Wall St. Rank hold JRS as of Q2 2014.

  • Security National Trust reported no remaining Nuveen Real Estate Income Fund position as of Q2 2014 after selling out during the quarter.
  • Security National Trust sold 800 Nuveen Real Estate Income Fund shares in Q2 2014, an estimated $9K.
  • Security National Trust first reported a position in Nuveen Real Estate Income Fund in Q1 2014 and held it in 1 quarter.
  • Security National Trust's Nuveen Real Estate Income Fund position peaked at $9K in Q1 2014.
  • 41 funds tracked by Wall St. Rank held Nuveen Real Estate Income Fund as of Q2 2014.

Based on Security National Trust's 13F filing for Q2 2014, filed 14 Jul 2014.