Creative Planning
JRI icon

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

Creative Planning’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
2016
Q4 		– Sell
-200
Closed -$3K – 4729
2016
Q3 		$3K Hold
200
– – ﹤0.01% 4102
2016
Q2 		$3K Hold
200
– – ﹤0.01% 3894
2016
Q1 		$3K Hold
200
– – ﹤0.01% 3810
2015
Q4 		$3K Buy
+200
New +$3.17K ﹤0.01% 3909
2015
Q1 		– Sell
-1,000
Closed -$19K – 4314
2014
Q4 		$19K Buy
1,000
+700
+233% +$13.8K ﹤0.01% 2691
2014
Q3 		$6K Buy
+300
New +$5.94K ﹤0.01% 3201

Other funds holding JRI

AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return
CA
Cornerstone Advisors Asheville, North Carolina $2.72B AUM 22.17% 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 $501B AUM 22.01% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $19.6B AUM 18.11% 1-Year Est. Return
FHA
Flagship Harbor Advisors Boston, Massachusetts $2.27B AUM 18.34% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return