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Calton & Associates’s Nuveen Real Asset Income & Growth Fund JRI Stock Holding History

Calton & Associates’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
Q1 		– Sell
-202
Closed -$3K – 845
2017
Q4 		$3K Buy
+202
New +$3.58K ﹤0.01% 1334

Other funds holding JRI

RVPG
Relative Value Partners Group $772M AUM 15.6% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
CP
Camelot Portfolios Maumee, Ohio $143M AUM 14.82% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
DBT
Dubuque Bank & Trust Dubuque, Iowa $748M AUM 12.31% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
CA
Cornerstone Advisors Asheville, North Carolina $2.72B AUM 22.17% 1-Year Est. Return

Calton & Associates's JRI Position: Q1 2018 in Review

Calton & Associates sold out of Nuveen Real Asset Income & Growth Fund (JRI) in Q1 2018, closing a stake of 202 shares — an estimated $3K sold.

Calton & Associates first reported a position in JRI in Q4 2017 and held it in 1 quarter. The position peaked at $3K in Q4 2017. 75 funds tracked by Wall St. Rank hold JRI as of Q1 2018.

  • Calton & Associates reported no remaining Nuveen Real Asset Income & Growth Fund position as of Q1 2018 after selling out during the quarter.
  • Calton & Associates sold 202 Nuveen Real Asset Income & Growth Fund shares in Q1 2018, an estimated $3K.
  • Calton & Associates first reported a position in Nuveen Real Asset Income & Growth Fund in Q4 2017 and held it in 1 quarter.
  • Calton & Associates's Nuveen Real Asset Income & Growth Fund position peaked at $3K in Q4 2017.
  • 75 funds tracked by Wall St. Rank held Nuveen Real Asset Income & Growth Fund as of Q1 2018.

Based on Calton & Associates's 13F filing for Q1 2018, filed 17 Apr 2018.