WT Wealth Management’s Nuveen Short-Term REIT ETF NURE Stock Holding History

WT Wealth Management’s Portfolio NURE Stock Details NURE Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q1	–	Sell	-13,155	Closed	-$397K	–	77
2019 Q4	$397K	Buy	13,155 +5,365	+69%	+$164K	0.3%	60
2019 Q3	$239K	Buy	+7,790	New	+$234K	0.21%	76

Other funds holding NURE

Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return

Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

TAP Consulting Kirkwood, Missouri $489M AUM 8.88% 1-Year Est. Return

TRCT

Tower Research Capital (TRC) New York $3.85B AUM 32.11% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

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

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

WT Wealth Management's NURE Position: Q1 2020 in Review

WT Wealth Management sold out of Nuveen Short-Term REIT ETF (NURE) in Q1 2020, closing a stake of 13,155 shares — an estimated $397K sold.

WT Wealth Management first reported a position in NURE in Q3 2019 and held it in 2 quarters. The position peaked at $397K in Q4 2019. 18 funds tracked by Wall St. Rank hold NURE as of Q1 2020.

WT Wealth Management reported no remaining Nuveen Short-Term REIT ETF position as of Q1 2020 after selling out during the quarter.
WT Wealth Management sold 13,155 Nuveen Short-Term REIT ETF shares in Q1 2020, an estimated $397K.
WT Wealth Management first reported a position in Nuveen Short-Term REIT ETF in Q3 2019 and held it in 2 quarters.
WT Wealth Management's Nuveen Short-Term REIT ETF position peaked at $397K in Q4 2019.
18 funds tracked by Wall St. Rank held Nuveen Short-Term REIT ETF as of Q1 2020.

Based on WT Wealth Management's 13F filing for Q1 2020, filed 13 May 2020.