UCFA
NRO

United Capital Financial Advisors’s Neuberger Real Estate Securities Income Fund Inc NRO Stock Holding History

United Capital Financial Advisors’s Portfolio NRO Stock Details NRO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q1 		– Sell
-11,448
Closed -$34.2K – 1037
2022
Q4 		$34.2K Buy
+11,448
New +$36.8K ﹤0.01% 1027

Other funds holding NRO

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WAM
Wolverine Asset Management Chicago, Illinois $10.4B AUM 4.78% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
Osaic Holdings
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AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
NAS
NWF Advisory Services Los Angeles, California $886M AUM 25.41% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
SFS
Shaker Financial Services Arlington, Virginia $319M AUM 3.9% 1-Year Est. Return

United Capital Financial Advisors's NRO Position: Q1 2023 in Review

United Capital Financial Advisors sold out of Neuberger Real Estate Securities Income Fund Inc (NRO) in Q1 2023, closing a stake of 11,448 shares — an estimated $34.2K sold.

United Capital Financial Advisors first reported a position in NRO in Q4 2022 and held it in 1 quarter. The position peaked at $34.2K in Q4 2022. 59 funds tracked by Wall St. Rank hold NRO as of Q1 2023.

  • United Capital Financial Advisors reported no remaining Neuberger Real Estate Securities Income Fund Inc position as of Q1 2023 after selling out during the quarter.
  • United Capital Financial Advisors sold 11,448 Neuberger Real Estate Securities Income Fund Inc shares in Q1 2023, an estimated $34.2K.
  • United Capital Financial Advisors first reported a position in Neuberger Real Estate Securities Income Fund Inc in Q4 2022 and held it in 1 quarter.
  • United Capital Financial Advisors's Neuberger Real Estate Securities Income Fund Inc position peaked at $34.2K in Q4 2022.
  • 59 funds tracked by Wall St. Rank held Neuberger Real Estate Securities Income Fund Inc as of Q1 2023.

Based on United Capital Financial Advisors's 13F filing for Q1 2023, filed 15 May 2023.