Gradient Investments’s Nuveen Real Asset Income & Growth Fund JRI Stock Holding History

Gradient Investments’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
2022 Q4	–	Sell	-1,195	Closed	-$13K	–	1586
2022 Q3	$13K	Buy	+1,195	New	+$15.8K	﹤0.01%	752
2020 Q1	–	Sell	-20	Closed	–	–	1161
2019 Q4	$0	Sell	20 -580	-97%	-$10.4K	﹤0.01%	1164
2019 Q3	$11K	Hold	600	–	–	﹤0.01%	643
2019 Q2	$10K	Buy	600 +222	+59%	+$3.61K	﹤0.01%	649
2019 Q1	$6K	Sell	378 -137	-27%	-$2.1K	﹤0.01%	623
2018 Q4	$7K	Hold	515	–	–	﹤0.01%	655
2018 Q3	$8K	Buy	515 +500	+3,333%	+$8.15K	﹤0.01%	664
2018 Q2	$0	Sell	15 -485	-97%	-$7.91K	﹤0.01%	1071
2018 Q1	$8K	Hold	500	–	–	﹤0.01%	661
2017 Q4	$9K	Buy	+500	New	+$8.87K	﹤0.01%	612

Other funds holding JRI

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Cornerstone Advisors Asheville, North Carolina $2.72B AUM 22.17% 1-Year Est. Return

RVPG

Relative Value Partners Group $772M AUM 15.6% 1-Year Est. Return

SCM

Saba Capital Management New York $3.62B AUM 13% 1-Year Est. Return

AAM

Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return

TJHA

Thomas J. Herzfeld Advisors Miami Beach, Florida $294M AUM 2.62% 1-Year Est. Return

GraniteShares Advisors New York $139M AUM 0.56% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

CAN

Cetera Advisor Networks El Segundo, California $20.2B AUM 22.31% 1-Year Est. Return

DBT

Dubuque Bank & Trust Dubuque, Iowa $748M AUM 12.31% 1-Year Est. Return

Gradient Investments's JRI Position: Q4 2022 in Review

Gradient Investments sold out of Nuveen Real Asset Income & Growth Fund (JRI) in Q4 2022, closing a stake of 1,195 shares — an estimated $13K sold.

Gradient Investments first reported a position in JRI in Q4 2017 and held it in 10 quarters. The position peaked at $13K in Q3 2022. 78 funds tracked by Wall St. Rank hold JRI as of Q4 2022.

Gradient Investments reported no remaining Nuveen Real Asset Income & Growth Fund position as of Q4 2022 after selling out during the quarter.
Gradient Investments sold 1,195 Nuveen Real Asset Income & Growth Fund shares in Q4 2022, an estimated $13K.
Gradient Investments first reported a position in Nuveen Real Asset Income & Growth Fund in Q4 2017 and held it in 10 quarters.
Gradient Investments's Nuveen Real Asset Income & Growth Fund position peaked at $13K in Q3 2022.
78 funds tracked by Wall St. Rank held Nuveen Real Asset Income & Growth Fund as of Q4 2022.

Based on Gradient Investments's 13F filing for Q4 2022, filed 10 Jan 2023.