Institutional & Family Asset Management’s Nuveen Real Asset Income & Growth Fund JRI Stock Holding History

Institutional & Family Asset Management’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 Q2	–	Sell	-2,765	Closed	-$44K	–	858
2019 Q1	$44K	Buy	2,765 +2,190	+381%	+$33.6K	0.01%	337
2018 Q4	$8K	Buy	+575	New	+$8.51K	﹤0.01%	513

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

PPA

Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return

Camelot Portfolios Maumee, Ohio $143M AUM 14.82% 1-Year Est. Return

DBT

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

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

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Institutional & Family Asset Management's JRI Position: Q2 2019 in Review

Institutional & Family Asset Management sold out of Nuveen Real Asset Income & Growth Fund (JRI) in Q2 2019, closing a stake of 2,765 shares — an estimated $44K sold.

Institutional & Family Asset Management first reported a position in JRI in Q4 2018 and held it in 2 quarters. The position peaked at $44K in Q1 2019. 69 funds tracked by Wall St. Rank hold JRI as of Q2 2019.

Institutional & Family Asset Management reported no remaining Nuveen Real Asset Income & Growth Fund position as of Q2 2019 after selling out during the quarter.
Institutional & Family Asset Management sold 2,765 Nuveen Real Asset Income & Growth Fund shares in Q2 2019, an estimated $44K.
Institutional & Family Asset Management first reported a position in Nuveen Real Asset Income & Growth Fund in Q4 2018 and held it in 2 quarters.
Institutional & Family Asset Management's Nuveen Real Asset Income & Growth Fund position peaked at $44K in Q1 2019.
69 funds tracked by Wall St. Rank held Nuveen Real Asset Income & Growth Fund as of Q2 2019.

Based on Institutional & Family Asset Management's 13F filing for Q2 2019, filed 14 Aug 2019.