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	–	–	0.1%	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 $6.56B AUM 35.09% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

SPIA

Steward Partners Investment Advisory New York $19.6B AUM 29.84% 1-Year Est. Return

FHA

Flagship Harbor Advisors Boston, Massachusetts $2.61B AUM 23.21% 1-Year Est. Return

FAIM

Financial Advocates Investment Management Olympia, Washington $178M AUM 21.03% 1-Year Est. Return

Selective Wealth Management's NRO Position: Q3 2020 in Review

Selective Wealth Management sold out of Neuberger Real Estate Securities Income Fund Inc (NRO) in Q3 2020, closing a stake of 12,483 shares — an estimated $43K sold.

Selective Wealth Management first reported a position in NRO in Q3 2018 and held it in 7 quarters. The position peaked at $68K in Q3 2019. 41 funds tracked by Wall St. Rank hold NRO as of Q3 2020.

Selective Wealth Management reported no remaining Neuberger Real Estate Securities Income Fund Inc position as of Q3 2020 after selling out during the quarter.
Selective Wealth Management sold 12,483 Neuberger Real Estate Securities Income Fund Inc shares in Q3 2020, an estimated $43K.
Selective Wealth Management first reported a position in Neuberger Real Estate Securities Income Fund Inc in Q3 2018 and held it in 7 quarters.
Selective Wealth Management's Neuberger Real Estate Securities Income Fund Inc position peaked at $68K in Q3 2019.
41 funds tracked by Wall St. Rank held Neuberger Real Estate Securities Income Fund Inc as of Q3 2020.

Based on Selective Wealth Management's 13F filing for Q3 2020, filed 21 Oct 2020.