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Sonora Investment Management’s Nuveen Real Estate Income Fund JRS Stock Holding History

Sonora Investment 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 		$16K Hold
1,500
– – ﹤0.01% 681
2021
Q2 		$17K Hold
1,500
– – ﹤0.01% 606
2021
Q1 		$14K Hold
1,500
– – ﹤0.01% 1123
2020
Q4 		$13K Hold
1,500
– – ﹤0.01% 1075
2020
Q3 		$11K Buy
+1,500
New +$11.6K ﹤0.01% 1145

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1CP
1607 Capital Partners Richmond, Virginia $1.15B AUM 12.28% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.56B AUM 35.09% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $72.7B AUM 26.4% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Sonora Investment Management's JRS Position: Q3 2021 in Review

Sonora Investment Management held its Nuveen Real Estate Income Fund (JRS) position steady in Q3 2021 at 1,500 shares worth $16K. The position accounts for ﹤0.01% of the portfolio, ranked #681.

Sonora Investment Management first reported a position in JRS in Q3 2020 and has held it in 5 quarters since. The position peaked at $17K in Q2 2021. 58 funds tracked by Wall St. Rank hold JRS as of Q3 2021.

  • Sonora Investment Management held 1,500 shares of Nuveen Real Estate Income Fund worth $16K as of Q3 2021.
  • Sonora Investment Management left its Nuveen Real Estate Income Fund share count unchanged in Q3 2021.
  • Nuveen Real Estate Income Fund made up ﹤0.01% of Sonora Investment Management's portfolio in Q3 2021, its #681 holding.
  • Sonora Investment Management first reported a position in Nuveen Real Estate Income Fund in Q3 2020 and has held it in 5 quarters since.
  • Sonora Investment Management's Nuveen Real Estate Income Fund position peaked at $17K in Q2 2021.
  • 58 funds tracked by Wall St. Rank held Nuveen Real Estate Income Fund as of Q3 2021.

Based on Sonora Investment Management's 13F filing for Q3 2021, filed 12 Nov 2021.