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Avantax Planning Partners’s Nuveen Real Asset Income & Growth Fund JRI Stock Holding History

Avantax Planning Partners’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
2018
Q4 		– Sell
-2,276
Closed -$37K – 766
2018
Q3 		$37K Buy
+2,276
New +$37.1K ﹤0.01% 554
2018
Q2 		– Sell
-5,613
Closed -$91K – 872
2018
Q1 		$91K Buy
+5,613
New +$95.1K 0.01% 423

Other funds holding JRI

RVPG
Relative Value Partners Group $772M AUM 15.6% 1-Year Est. Return
CA
Cornerstone Advisors Asheville, North Carolina $2.72B AUM 22.17% 1-Year Est. Return
CP
Camelot Portfolios Maumee, Ohio $143M AUM 14.82% 1-Year Est. Return
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
DBT
Dubuque Bank & Trust Dubuque, Iowa $748M AUM 12.31% 1-Year Est. Return
WAM
Wolverine Asset Management Chicago, Illinois $10.4B AUM 4.78% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Avantax Planning Partners's JRI Position: Q4 2018 in Review

Avantax Planning Partners sold out of Nuveen Real Asset Income & Growth Fund (JRI) in Q4 2018, closing a stake of 2,276 shares — an estimated $37K sold.

Avantax Planning Partners first reported a position in JRI in Q1 2018 and held it in 2 quarters. The position peaked at $91K in Q1 2018. 79 funds tracked by Wall St. Rank hold JRI as of Q4 2018.

  • Avantax Planning Partners reported no remaining Nuveen Real Asset Income & Growth Fund position as of Q4 2018 after selling out during the quarter.
  • Avantax Planning Partners sold 2,276 Nuveen Real Asset Income & Growth Fund shares in Q4 2018, an estimated $37K.
  • Avantax Planning Partners first reported a position in Nuveen Real Asset Income & Growth Fund in Q1 2018 and held it in 2 quarters.
  • Avantax Planning Partners's Nuveen Real Asset Income & Growth Fund position peaked at $91K in Q1 2018.
  • 79 funds tracked by Wall St. Rank held Nuveen Real Asset Income & Growth Fund as of Q4 2018.

Based on Avantax Planning Partners's 13F filing for Q4 2018, filed 14 Feb 2019.