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Spire Wealth Management’s Nuveen Real Estate Income Fund JRS Stock Holding History

Spire Wealth 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
Q2 		– Sell
-2,154
Closed -$21K – 2783
2021
Q1 		$21K Buy
+2,154
New +$19.2K ﹤0.01% 2130

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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
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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
CA
Cornerstone Advisors Asheville, North Carolina $2.72B AUM 22.17% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Spire Wealth Management's JRS Position: Q2 2021 in Review

Spire Wealth Management sold out of Nuveen Real Estate Income Fund (JRS) in Q2 2021, closing a stake of 2,154 shares — an estimated $21K sold.

Spire Wealth Management first reported a position in JRS in Q1 2021 and held it in 1 quarter. The position peaked at $21K in Q1 2021. 58 funds tracked by Wall St. Rank hold JRS as of Q2 2021.

  • Spire Wealth Management reported no remaining Nuveen Real Estate Income Fund position as of Q2 2021 after selling out during the quarter.
  • Spire Wealth Management sold 2,154 Nuveen Real Estate Income Fund shares in Q2 2021, an estimated $21K.
  • Spire Wealth Management first reported a position in Nuveen Real Estate Income Fund in Q1 2021 and held it in 1 quarter.
  • Spire Wealth Management's Nuveen Real Estate Income Fund position peaked at $21K in Q1 2021.
  • 58 funds tracked by Wall St. Rank held Nuveen Real Estate Income Fund as of Q2 2021.

Based on Spire Wealth Management's 13F filing for Q2 2021, filed 26 Jul 2021.