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Wealthspire Advisors (Maryland)’s Nuveen Real Estate Income Fund JRS Stock Holding History

Wealthspire Advisors (Maryland)’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
2017
Q4 		– Sell
-295
Closed -$3K – 2492
2017
Q3 		$3K Buy
295
+6
+2% +$67 ﹤0.01% 1908
2017
Q2 		$3K Buy
+289
New +$3.27K ﹤0.01% 1892

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Wealthspire Advisors (Maryland)'s JRS Position: Q4 2017 in Review

Wealthspire Advisors (Maryland) sold out of Nuveen Real Estate Income Fund (JRS) in Q4 2017, closing a stake of 295 shares — an estimated $3K sold.

Wealthspire Advisors (Maryland) first reported a position in JRS in Q2 2017 and held it in 2 quarters. The position peaked at $3K in Q3 2017. 51 funds tracked by Wall St. Rank hold JRS as of Q4 2017.

  • Wealthspire Advisors (Maryland) reported no remaining Nuveen Real Estate Income Fund position as of Q4 2017 after selling out during the quarter.
  • Wealthspire Advisors (Maryland) sold 295 Nuveen Real Estate Income Fund shares in Q4 2017, an estimated $3K.
  • Wealthspire Advisors (Maryland) first reported a position in Nuveen Real Estate Income Fund in Q2 2017 and held it in 2 quarters.
  • Wealthspire Advisors (Maryland)'s Nuveen Real Estate Income Fund position peaked at $3K in Q3 2017.
  • 51 funds tracked by Wall St. Rank held Nuveen Real Estate Income Fund as of Q4 2017.

Based on Wealthspire Advisors (Maryland)'s 13F filing for Q4 2017, filed 7 Feb 2018.