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Advocacy Wealth Management Services’s Nuveen Real Asset Income & Growth Fund JRI Stock Holding History

Advocacy Wealth Management Services’s Portfolio JRI Stock Details JRI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2013
Q3 		$28K Buy
+1,569
New +$28.9K 0.08% 151

Other funds holding JRI

BTS
BB&T Securities Richmond, Virginia $10.9B AUM 5.31% 1-Year Est. Return
Morgan Stanley
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
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
TJHA
Thomas J. Herzfeld Advisors Miami Beach, Florida $294M AUM 2.62% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
KIM
Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return
DFIM
Detwiler Fenton Investment Management Boston, Massachusetts $19.3M AUM

Advocacy Wealth Management Services's JRI Position: Q3 2013 in Review

Advocacy Wealth Management Services opened a new position in Nuveen Real Asset Income & Growth Fund (JRI) in Q3 2013: 1,569 shares worth $28K. The stake represents 0.08% of the portfolio and ranks #151 among its holdings.

24 funds tracked by Wall St. Rank hold JRI as of Q3 2013.

  • Advocacy Wealth Management Services held 1,569 shares of Nuveen Real Asset Income & Growth Fund worth $28K as of Q3 2013.
  • Nuveen Real Asset Income & Growth Fund was a new Advocacy Wealth Management Services position in Q3 2013.
  • Nuveen Real Asset Income & Growth Fund made up 0.08% of Advocacy Wealth Management Services's portfolio in Q3 2013, its #151 holding.
  • 24 funds tracked by Wall St. Rank held Nuveen Real Asset Income & Growth Fund as of Q3 2013.

Based on Advocacy Wealth Management Services's 13F filing for Q3 2013, filed 14 Nov 2013.