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WealthPLAN Partners’s Nuveen Real Estate Income Fund JRS Stock Holding History

WealthPLAN Partners’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
2023
Q3 		– Sell
-614
Closed -$4.56K – 738
2023
Q2 		$4.56K Buy
614
+14
+2% +$102 ﹤0.01% 931
2023
Q1 		$4.49K Buy
+600
New +$4.86K ﹤0.01% 1019

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AAM
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Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $72.7B AUM 26.4% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
CA
Cornerstone Advisors Asheville, North Carolina $3.04B AUM 36.62% 1-Year Est. Return
WAM
Wolverine Asset Management Chicago, Illinois $11.4B AUM 5.65% 1-Year Est. Return
AA
AQR Arbitrage Greenwich, Connecticut $7.02B AUM 31.58% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

WealthPLAN Partners's JRS Position: Q3 2023 in Review

WealthPLAN Partners sold out of Nuveen Real Estate Income Fund (JRS) in Q3 2023, closing a stake of 614 shares — an estimated $4.56K sold.

WealthPLAN Partners first reported a position in JRS in Q1 2023 and held it in 2 quarters. The position peaked at $4.56K in Q2 2023. 60 funds tracked by Wall St. Rank hold JRS as of Q3 2023.

  • WealthPLAN Partners reported no remaining Nuveen Real Estate Income Fund position as of Q3 2023 after selling out during the quarter.
  • WealthPLAN Partners sold 614 Nuveen Real Estate Income Fund shares in Q3 2023, an estimated $4.56K.
  • WealthPLAN Partners first reported a position in Nuveen Real Estate Income Fund in Q1 2023 and held it in 2 quarters.
  • WealthPLAN Partners's Nuveen Real Estate Income Fund position peaked at $4.56K in Q2 2023.
  • 60 funds tracked by Wall St. Rank held Nuveen Real Estate Income Fund as of Q3 2023.

Based on WealthPLAN Partners's 13F filing for Q3 2023, filed 2 Nov 2023.