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

Signet Financial 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
Q4 		– Sell
-5,000
Closed -$49K – 548
2018
Q3 		$49K Hold
5,000
– – 0.01% 398
2018
Q2 		$50K Buy
+5,000
New +$48.8K 0.01% 395
2016
Q2 		– Sell
-14,050
Closed -$152K – 186
2016
Q1 		$152K Hold
14,050
– – 0.03% 175
2015
Q4 		$149K Buy
+14,050
New +$149K 0.03% 193

Other funds holding JRS

KIM
Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return
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
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
1CP
1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
WAM
Wolverine Asset Management Chicago, Illinois $10.4B AUM 4.78% 1-Year Est. Return
WC
Whitnell & Co Oak Brook, Illinois $326M AUM 25.97% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return

Signet Financial Management's JRS Position: Q4 2018 in Review

Signet Financial Management sold out of Nuveen Real Estate Income Fund (JRS) in Q4 2018, closing a stake of 5,000 shares — an estimated $49K sold.

Signet Financial Management first reported a position in JRS in Q4 2015 and held it in 4 quarters. The position peaked at $152K in Q1 2016. 66 funds tracked by Wall St. Rank hold JRS as of Q4 2018.

  • Signet Financial Management reported no remaining Nuveen Real Estate Income Fund position as of Q4 2018 after selling out during the quarter.
  • Signet Financial Management sold 5,000 Nuveen Real Estate Income Fund shares in Q4 2018, an estimated $49K.
  • Signet Financial Management first reported a position in Nuveen Real Estate Income Fund in Q4 2015 and held it in 4 quarters.
  • Signet Financial Management's Nuveen Real Estate Income Fund position peaked at $152K in Q1 2016.
  • 66 funds tracked by Wall St. Rank held Nuveen Real Estate Income Fund as of Q4 2018.

Based on Signet Financial Management's 13F filing for Q4 2018, filed 14 Feb 2019.