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First Foundation Advisors’s Nuveen Real Asset Income & Growth Fund JRI Stock Holding History

First Foundation Advisors’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
2021
Q1 		– Sell
-10,144
Closed -$137K – 427
2020
Q4 		$137K Sell
10,144
-5,053
-33% -$64.4K 0.01% 403
2020
Q3 		$183K Sell
15,197
-1,332
-8% -$16.2K 0.01% 354
2020
Q2 		$193K Sell
16,529
-7,998
-33% -$88.8K 0.01% 337
2020
Q1 		$242K Sell
24,527
-464
-2% -$7.54K 0.01% 301
2019
Q4 		$459K Sell
24,991
-1,428
-5% -$25.5K 0.02% 253
2019
Q3 		$463K Sell
26,419
-4,356
-14% -$74K 0.02% 233
2019
Q2 		$521K Buy
30,775
+1
+0% +$16 0.03% 224
2019
Q1 		$494K Sell
30,774
-175,606
-85% -$2.7M 0.03% 220
2018
Q4 		$2.81M Sell
206,380
-2,517
-1% -$37.3K 0.18% 85
2018
Q3 		$3.37M Buy
208,897
+3,063
+1% +$49.9K 0.19% 81
2018
Q2 		$3.33M Sell
205,834
-2,255
-1% -$36.8K 0.2% 78
2018
Q1 		$3.38M Sell
208,089
-507
-0.2% -$8.59K 0.19% 78
2017
Q4 		$3.71M Buy
208,596
+11,933
+6% +$212K 0.2% 75
2017
Q3 		$3.54M Buy
+196,663
New +$3.55M 0.2% 76

Other funds holding JRI

PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
RVPG
Relative Value Partners Group $772M AUM 15.6% 1-Year Est. Return
SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
DBT
Dubuque Bank & Trust Dubuque, Iowa $748M AUM 12.31% 1-Year Est. Return
CP
Camelot Portfolios Maumee, Ohio $143M AUM 14.82% 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 $530B AUM 22.01% 1-Year Est. Return
CA
Cornerstone Advisors Asheville, North Carolina $2.72B AUM 22.17% 1-Year Est. Return
TJHA
Thomas J. Herzfeld Advisors Miami Beach, Florida $294M AUM 2.62% 1-Year Est. Return

First Foundation Advisors's JRI Position: Q1 2021 in Review

First Foundation Advisors sold out of Nuveen Real Asset Income & Growth Fund (JRI) in Q1 2021, closing a stake of 10,144 shares — an estimated $137K sold.

First Foundation Advisors first reported a position in JRI in Q3 2017 and held it in 14 quarters. The position peaked at $3.71M in Q4 2017. 81 funds tracked by Wall St. Rank hold JRI as of Q1 2021.

  • First Foundation Advisors reported no remaining Nuveen Real Asset Income & Growth Fund position as of Q1 2021 after selling out during the quarter.
  • First Foundation Advisors sold 10,144 Nuveen Real Asset Income & Growth Fund shares in Q1 2021, an estimated $137K.
  • First Foundation Advisors first reported a position in Nuveen Real Asset Income & Growth Fund in Q3 2017 and held it in 14 quarters.
  • First Foundation Advisors's Nuveen Real Asset Income & Growth Fund position peaked at $3.71M in Q4 2017.
  • 81 funds tracked by Wall St. Rank held Nuveen Real Asset Income & Growth Fund as of Q1 2021.

Based on First Foundation Advisors's 13F filing for Q1 2021, filed 18 May 2021.