SWM
NRO

Selective Wealth Management’s Neuberger Real Estate Securities Income Fund Inc NRO Stock Holding History

Selective Wealth Management’s Portfolio NRO Stock Details NRO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q3 		– Sell
-12,483
Closed -$43K – 388
2020
Q2 		$43K Hold
12,483
– – 0.04% 118
2020
Q1 		$36K Hold
12,483
– – 0.06% 76
2019
Q4 		$66K Hold
12,483
– – 0.08% 61
2019
Q3 		$68K Hold
12,483
– – 0.09% 65
2019
Q2 		$61K Hold
12,483
– – 0.11% 40
2019
Q1 		$59K Buy
+12,483
New +$56K 0.07% 26
2018
Q3 		$59K Buy
+12,483
New +$61.2K 0.71% 34

Other funds holding NRO

AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
SPIA
Steward Partners Investment Advisory New York $19.6B AUM 22.89% 1-Year Est. Return
FHA
Flagship Harbor Advisors Boston, Massachusetts $2.27B AUM 18.34% 1-Year Est. Return
FAIM
Financial Advocates Investment Management Olympia, Washington $178M AUM 21.03% 1-Year Est. Return