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UBS’s Nuveen Real Estate Income Fund JRS Stock Holding History

UBS’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
2014
Q3 		$249K Sell
23,663
-170
-0.7% -$1.86K ﹤0.01% 4972
2014
Q2 		$267K Sell
23,833
-4,596
-16% -$50.3K ﹤0.01% 4863
2014
Q1 		$304K Buy
28,429
+579
+2% +$6.03K ﹤0.01% 4749
2013
Q4 		$265K Buy
27,850
+3,108
+13% +$33.1K ﹤0.01% 4984
2013
Q3 		$261K Buy
24,742
+2,534
+11% +$28.1K ﹤0.01% 4857
2013
Q2 		$265K Buy
+22,208
New +$276K ﹤0.01% 4797

Other funds holding JRS

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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
WC
Whitnell & Co Oak Brook, Illinois $326M AUM 25.97% 1-Year Est. Return
RCM
Robinson Capital Management Grosse Pointe Farms, Michigan $239M AUM 0.62% 1-Year Est. Return
WAM
Wolverine Asset Management Chicago, Illinois $10.4B AUM 4.78% 1-Year Est. Return
CA
Cornerstone Advisors Asheville, North Carolina $2.72B AUM 22.17% 1-Year Est. Return
OA
Oxbow Advisors Austin, Texas $1.18B AUM 28.15% 1-Year Est. Return

UBS's JRS Position: Q3 2014 in Review

UBS reduced its Nuveen Real Estate Income Fund (JRS) stake by 0.71% in Q3 2014, selling an estimated $1.86K and leaving 23,663 shares worth $249K. The position accounts for ﹤0.01% of the portfolio, ranked #4972.

UBS first reported a position in JRS in Q2 2013 and has held it in 6 quarters since. The position peaked at $304K in Q1 2014. 39 funds tracked by Wall St. Rank hold JRS as of Q3 2014.

  • UBS held 23,663 shares of Nuveen Real Estate Income Fund worth $249K as of Q3 2014.
  • UBS sold 170 Nuveen Real Estate Income Fund shares in Q3 2014, an estimated $1.86K.
  • Nuveen Real Estate Income Fund made up ﹤0.01% of UBS's portfolio in Q3 2014, its #4972 holding.
  • UBS first reported a position in Nuveen Real Estate Income Fund in Q2 2013 and has held it in 6 quarters since.
  • UBS's Nuveen Real Estate Income Fund position peaked at $304K in Q1 2014.
  • 39 funds tracked by Wall St. Rank held Nuveen Real Estate Income Fund as of Q3 2014.

Based on UBS's 13F filing for Q3 2014, filed 12 Nov 2014.