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

Titus 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
2019 Q4	–	Sell	-10,000	Closed	-$110K	–	109
2019 Q3	$110K	Hold	10,000	–	–	0.1%	99
2019 Q2	$105K	Hold	10,000	–	–	0.1%	92
2019 Q1	$104	Hold	10,000	–	–	0.09%	96
2018 Q4	$84	Hold	10,000	–	–	0.07%	91
2018 Q3	$98K	Hold	10,000	–	–	0.08%	92
2018 Q2	$100K	Buy	+10,000	New	+$97.7K	0.11%	86

Other funds holding JRS

Morgan Stanley New York $1.66T AUM 25.57% 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

Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Whitnell & Co Oak Brook, Illinois $326M AUM 25.97% 1-Year Est. Return

KIM

Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return

Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Titus Wealth Management's JRS Position: Q4 2019 in Review

Titus Wealth Management sold out of Nuveen Real Estate Income Fund (JRS) in Q4 2019, closing a stake of 10,000 shares — an estimated $110K sold.

Titus Wealth Management first reported a position in JRS in Q2 2018 and held it in 6 quarters. The position peaked at $110K in Q3 2019. 60 funds tracked by Wall St. Rank hold JRS as of Q4 2019.

Titus Wealth Management reported no remaining Nuveen Real Estate Income Fund position as of Q4 2019 after selling out during the quarter.
Titus Wealth Management sold 10,000 Nuveen Real Estate Income Fund shares in Q4 2019, an estimated $110K.
Titus Wealth Management first reported a position in Nuveen Real Estate Income Fund in Q2 2018 and held it in 6 quarters.
Titus Wealth Management's Nuveen Real Estate Income Fund position peaked at $110K in Q3 2019.
60 funds tracked by Wall St. Rank held Nuveen Real Estate Income Fund as of Q4 2019.

Based on Titus Wealth Management's 13F filing for Q4 2019, filed 18 Feb 2020.