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

Financial Management Professionals’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
2019
Q1 		– Sell
-207
Closed -$3K – 293
2018
Q4 		$3K Buy
+207
New +$3.06K ﹤0.01% 210

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AAM
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PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
CP
Camelot Portfolios Maumee, Ohio $143M AUM 14.82% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
SCM
Sterneck Capital Management Kansas City, Missouri $223M AUM 17.15% 1-Year Est. Return

Financial Management Professionals's JRI Position: Q1 2019 in Review

Financial Management Professionals sold out of Nuveen Real Asset Income & Growth Fund (JRI) in Q1 2019, closing a stake of 207 shares — an estimated $3K sold.

Financial Management Professionals first reported a position in JRI in Q4 2018 and held it in 1 quarter. The position peaked at $3K in Q4 2018. 79 funds tracked by Wall St. Rank hold JRI as of Q1 2019.

  • Financial Management Professionals reported no remaining Nuveen Real Asset Income & Growth Fund position as of Q1 2019 after selling out during the quarter.
  • Financial Management Professionals sold 207 Nuveen Real Asset Income & Growth Fund shares in Q1 2019, an estimated $3K.
  • Financial Management Professionals first reported a position in Nuveen Real Asset Income & Growth Fund in Q4 2018 and held it in 1 quarter.
  • Financial Management Professionals's Nuveen Real Asset Income & Growth Fund position peaked at $3K in Q4 2018.
  • 79 funds tracked by Wall St. Rank held Nuveen Real Asset Income & Growth Fund as of Q1 2019.

Based on Financial Management Professionals's 13F filing for Q1 2019, filed 22 Apr 2019.