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Altus Wealth Group’s Nuveen Real Asset Income & Growth Fund JRI Stock Holding History

Altus Wealth Group’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
2021
Q1 		– Sell
-2,714
Closed -$37K – 484
2020
Q4 		$37K Buy
+2,714
New +$34.6K 0.04% 260

Other funds holding JRI

PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
RVPG
Relative Value Partners Group $772M AUM 15.6% 1-Year Est. Return
SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
DBT
Dubuque Bank & Trust Dubuque, Iowa $748M AUM 12.31% 1-Year Est. Return
CP
Camelot Portfolios Maumee, Ohio $143M AUM 14.82% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
CA
Cornerstone Advisors Asheville, North Carolina $2.72B AUM 22.17% 1-Year Est. Return
TJHA
Thomas J. Herzfeld Advisors Miami Beach, Florida $294M AUM 2.62% 1-Year Est. Return

Altus Wealth Group's JRI Position: Q1 2021 in Review

Altus Wealth Group sold out of Nuveen Real Asset Income & Growth Fund (JRI) in Q1 2021, closing a stake of 2,714 shares — an estimated $37K sold.

Altus Wealth Group first reported a position in JRI in Q4 2020 and held it in 1 quarter. The position peaked at $37K in Q4 2020. 81 funds tracked by Wall St. Rank hold JRI as of Q1 2021.

  • Altus Wealth Group reported no remaining Nuveen Real Asset Income & Growth Fund position as of Q1 2021 after selling out during the quarter.
  • Altus Wealth Group sold 2,714 Nuveen Real Asset Income & Growth Fund shares in Q1 2021, an estimated $37K.
  • Altus Wealth Group first reported a position in Nuveen Real Asset Income & Growth Fund in Q4 2020 and held it in 1 quarter.
  • Altus Wealth Group's Nuveen Real Asset Income & Growth Fund position peaked at $37K in Q4 2020.
  • 81 funds tracked by Wall St. Rank held Nuveen Real Asset Income & Growth Fund as of Q1 2021.

Based on Altus Wealth Group's 13F filing for Q1 2021, filed 14 May 2021.