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WealthTrust-Arizona’s Nuveen Real Estate Income Fund JRS Stock Holding History

WealthTrust-Arizona’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
-35
Closed – – 668
2017
Q3 		$0 Hold
35
– – ﹤0.01% 668
2017
Q2 		$0 Buy
+35
New +$396 ﹤0.01% 661

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
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
WC
Whitnell & Co Oak Brook, Illinois $326M AUM 25.97% 1-Year Est. Return
OA
Oxbow Advisors Austin, Texas $1.18B AUM 28.15% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
BAM
Bruderman Asset Management Locust Valley, New York $55.7M AUM 4.16% 1-Year Est. Return

WealthTrust-Arizona's JRS Position: Q4 2017 in Review

WealthTrust-Arizona sold out of Nuveen Real Estate Income Fund (JRS) in Q4 2017, closing a stake of 35 shares.

WealthTrust-Arizona first reported a position in JRS in Q2 2017 and held it in 2 quarters. The position peaked at $0 in Q3 2017. 51 funds tracked by Wall St. Rank hold JRS as of Q4 2017.

  • WealthTrust-Arizona reported no remaining Nuveen Real Estate Income Fund position as of Q4 2017 after selling out during the quarter.
  • WealthTrust-Arizona sold 35 Nuveen Real Estate Income Fund shares in Q4 2017.
  • WealthTrust-Arizona first reported a position in Nuveen Real Estate Income Fund in Q2 2017 and held it in 2 quarters.
  • WealthTrust-Arizona's Nuveen Real Estate Income Fund position peaked at $0 in Q3 2017.
  • 51 funds tracked by Wall St. Rank held Nuveen Real Estate Income Fund as of Q4 2017.

Based on WealthTrust-Arizona's 13F filing for Q4 2017, filed 18 Jan 2018.