WFG Advisors’s Nuveen Real Estate Income Fund JRS Stock Holding History

WFG Advisors’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 Q1	–	Sell	-1,000	Closed	-$11K	–	1580
2016 Q4	$11K	Hold	1,000	–	–	﹤0.01%	1079
2016 Q3	$12K	Hold	1,000	–	–	﹤0.01%	1075
2016 Q2	$12K	Buy	+1,000	New	+$11.1K	﹤0.01%	1044
2015 Q2	–	Sell	-23,306	Closed	-$278K	–	1737
2015 Q1	$278K	Hold	23,306	–	–	0.08%	264
2014 Q4	$268K	Buy	23,306 +923	+4%	+$10.3K	0.05%	354
2014 Q3	$235K	Buy	22,383 +443	+2%	+$4.86K	0.04%	409
2014 Q2	$245K	Buy	21,940 +458	+2%	+$5.02K	0.05%	407
2014 Q1	$230K	Hold	21,482	–	–	0.05%	403
2013 Q4	$205K	Buy	21,482 +955	+5%	+$10.2K	0.03%	508
2013 Q3	$217K	Buy	20,527 +420	+2%	+$4.66K	0.03%	461
2013 Q2	$239K	Buy	+20,107	New	+$250K	0.04%	422

Other funds holding JRS

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

AAM

Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return

Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Whitnell & Co Oak Brook, Illinois $326M AUM 25.97% 1-Year Est. Return

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

WFG Advisors's JRS Position: Q1 2017 in Review

WFG Advisors sold out of Nuveen Real Estate Income Fund (JRS) in Q1 2017, closing a stake of 1,000 shares — an estimated $11K sold.

WFG Advisors first reported a position in JRS in Q2 2013 and held it in 11 quarters. The position peaked at $278K in Q1 2015. 42 funds tracked by Wall St. Rank hold JRS as of Q1 2017.

WFG Advisors reported no remaining Nuveen Real Estate Income Fund position as of Q1 2017 after selling out during the quarter.
WFG Advisors sold 1,000 Nuveen Real Estate Income Fund shares in Q1 2017, an estimated $11K.
WFG Advisors first reported a position in Nuveen Real Estate Income Fund in Q2 2013 and held it in 11 quarters.
WFG Advisors's Nuveen Real Estate Income Fund position peaked at $278K in Q1 2015.
42 funds tracked by Wall St. Rank held Nuveen Real Estate Income Fund as of Q1 2017.

Based on WFG Advisors's 13F filing for Q1 2017, filed 10 May 2017.