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Westport Resources Management’s Nuveen Real Estate Income Fund JRS Stock Holding History

Westport Resources Management’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
2015
Q1 		– Sell
-5,912
Closed -$68K – 1019
2014
Q4 		$68K Buy
5,912
+3,112
+111% +$34.8K 0.02% 483
2014
Q3 		$29K Buy
2,800
+800
+40% +$8.77K 0.01% 642
2014
Q2 		$22K Buy
+2,000
New +$21.9K 0.01% 706

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
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
CCP
Clough Capital Partners Boston, Massachusetts $1.04B AUM 49.7% 1-Year Est. Return
CA
Cornerstone Advisors Asheville, North Carolina $2.72B AUM 22.17% 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

Westport Resources Management's JRS Position: Q1 2015 in Review

Westport Resources Management sold out of Nuveen Real Estate Income Fund (JRS) in Q1 2015, closing a stake of 5,912 shares — an estimated $68K sold.

Westport Resources Management first reported a position in JRS in Q2 2014 and held it in 3 quarters. The position peaked at $68K in Q4 2014. 38 funds tracked by Wall St. Rank hold JRS as of Q1 2015.

  • Westport Resources Management reported no remaining Nuveen Real Estate Income Fund position as of Q1 2015 after selling out during the quarter.
  • Westport Resources Management sold 5,912 Nuveen Real Estate Income Fund shares in Q1 2015, an estimated $68K.
  • Westport Resources Management first reported a position in Nuveen Real Estate Income Fund in Q2 2014 and held it in 3 quarters.
  • Westport Resources Management's Nuveen Real Estate Income Fund position peaked at $68K in Q4 2014.
  • 38 funds tracked by Wall St. Rank held Nuveen Real Estate Income Fund as of Q1 2015.

Based on Westport Resources Management's 13F filing for Q1 2015, filed 5 May 2015.