IIC
JRI icon

Ironwood Investment Counsel’s Nuveen Real Asset Income & Growth Fund JRI Stock Holding History

Ironwood Investment Counsel’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
2020
Q3 		– Sell
-13,145
Closed -$153K – 195
2020
Q2 		$153K Buy
13,145
+294
+2% +$3.27K 0.05% 183
2020
Q1 		$126K Buy
12,851
+132
+1% +$2.15K 0.05% 161
2019
Q4 		$233K Buy
+12,719
New +$227K 0.08% 158

Other funds holding JRI

PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
RVPG
Relative Value Partners Group $772M AUM 15.6% 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
SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 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
WAM
Wolverine Asset Management Chicago, Illinois $10.4B AUM 4.78% 1-Year Est. Return

Ironwood Investment Counsel's JRI Position: Q3 2020 in Review

Ironwood Investment Counsel sold out of Nuveen Real Asset Income & Growth Fund (JRI) in Q3 2020, closing a stake of 13,145 shares — an estimated $153K sold.

Ironwood Investment Counsel first reported a position in JRI in Q4 2019 and held it in 3 quarters. The position peaked at $233K in Q4 2019. 79 funds tracked by Wall St. Rank hold JRI as of Q3 2020.

  • Ironwood Investment Counsel reported no remaining Nuveen Real Asset Income & Growth Fund position as of Q3 2020 after selling out during the quarter.
  • Ironwood Investment Counsel sold 13,145 Nuveen Real Asset Income & Growth Fund shares in Q3 2020, an estimated $153K.
  • Ironwood Investment Counsel first reported a position in Nuveen Real Asset Income & Growth Fund in Q4 2019 and held it in 3 quarters.
  • Ironwood Investment Counsel's Nuveen Real Asset Income & Growth Fund position peaked at $233K in Q4 2019.
  • 79 funds tracked by Wall St. Rank held Nuveen Real Asset Income & Growth Fund as of Q3 2020.

Based on Ironwood Investment Counsel's 13F filing for Q3 2020, filed 3 Nov 2020.