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Bruderman Asset Management’s Nuveen Real Asset Income & Growth Fund JRI Stock Holding History

Bruderman Asset Management’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
2015
Q3 		– Sell
-5,400
Closed -$93K – 438
2015
Q2 		$93K Hold
5,400
– – 0.04% 159
2015
Q1 		$106K Buy
+5,400
New +$105K 0.04% 148

Other funds holding JRI

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Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
DA
Doliver Advisors Houston, Texas $442M AUM 34.09% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
SFS
Shaker Financial Services Arlington, Virginia $319M AUM 3.9% 1-Year Est. Return

Bruderman Asset Management's JRI Position: Q3 2015 in Review

Bruderman Asset Management sold out of Nuveen Real Asset Income & Growth Fund (JRI) in Q3 2015, closing a stake of 5,400 shares — an estimated $93K sold.

Bruderman Asset Management first reported a position in JRI in Q1 2015 and held it in 2 quarters. The position peaked at $106K in Q1 2015. 25 funds tracked by Wall St. Rank hold JRI as of Q3 2015.

  • Bruderman Asset Management reported no remaining Nuveen Real Asset Income & Growth Fund position as of Q3 2015 after selling out during the quarter.
  • Bruderman Asset Management sold 5,400 Nuveen Real Asset Income & Growth Fund shares in Q3 2015, an estimated $93K.
  • Bruderman Asset Management first reported a position in Nuveen Real Asset Income & Growth Fund in Q1 2015 and held it in 2 quarters.
  • Bruderman Asset Management's Nuveen Real Asset Income & Growth Fund position peaked at $106K in Q1 2015.
  • 25 funds tracked by Wall St. Rank held Nuveen Real Asset Income & Growth Fund as of Q3 2015.

Based on Bruderman Asset Management's 13F filing for Q3 2015, filed 19 Nov 2015.