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Kingsview Wealth Management’s Nuveen Real Asset Income & Growth Fund JRI Stock Holding History

Kingsview Wealth 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
2020
Q2 		– Sell
-12,805
Closed -$126K – 636
2020
Q1 		$126K Buy
+12,805
New +$208K 0.02% 445

Other funds holding JRI

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AAM
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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
WAM
Wolverine Asset Management Chicago, Illinois $10.4B AUM 4.78% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
CA
Cornerstone Advisors Asheville, North Carolina $2.72B AUM 22.17% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

Kingsview Wealth Management's JRI Position: Q2 2020 in Review

Kingsview Wealth Management sold out of Nuveen Real Asset Income & Growth Fund (JRI) in Q2 2020, closing a stake of 12,805 shares — an estimated $126K sold.

Kingsview Wealth Management first reported a position in JRI in Q1 2020 and held it in 1 quarter. The position peaked at $126K in Q1 2020. 81 funds tracked by Wall St. Rank hold JRI as of Q2 2020.

  • Kingsview Wealth Management reported no remaining Nuveen Real Asset Income & Growth Fund position as of Q2 2020 after selling out during the quarter.
  • Kingsview Wealth Management sold 12,805 Nuveen Real Asset Income & Growth Fund shares in Q2 2020, an estimated $126K.
  • Kingsview Wealth Management first reported a position in Nuveen Real Asset Income & Growth Fund in Q1 2020 and held it in 1 quarter.
  • Kingsview Wealth Management's Nuveen Real Asset Income & Growth Fund position peaked at $126K in Q1 2020.
  • 81 funds tracked by Wall St. Rank held Nuveen Real Asset Income & Growth Fund as of Q2 2020.

Based on Kingsview Wealth Management's 13F filing for Q2 2020, filed 14 Aug 2020.