Lindbrook Capital’s Nuveen Real Asset Income & Growth Fund JRI Stock Holding History

Lindbrook Capital’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 Q1	–	Sell	-3,000	Closed	-$55K	–	1769
2019 Q4	$55K	Hold	3,000	–	–	0.02%	414
2019 Q3	$53K	Hold	3,000	–	–	0.02%	400
2019 Q2	$50K	Hold	3,000	–	–	0.02%	427
2019 Q1	$48K	Buy	+3,000	New	+$46.1K	0.02%	423

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

Camelot Portfolios Maumee, Ohio $143M AUM 14.82% 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

WAM

Wolverine Asset Management Chicago, Illinois $10.4B AUM 4.78% 1-Year Est. Return

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Lindbrook Capital's JRI Position: Q1 2020 in Review

Lindbrook Capital sold out of Nuveen Real Asset Income & Growth Fund (JRI) in Q1 2020, closing a stake of 3,000 shares — an estimated $55K sold.

Lindbrook Capital first reported a position in JRI in Q1 2019 and held it in 4 quarters. The position peaked at $55K in Q4 2019. 86 funds tracked by Wall St. Rank hold JRI as of Q1 2020.

Lindbrook Capital reported no remaining Nuveen Real Asset Income & Growth Fund position as of Q1 2020 after selling out during the quarter.
Lindbrook Capital sold 3,000 Nuveen Real Asset Income & Growth Fund shares in Q1 2020, an estimated $55K.
Lindbrook Capital first reported a position in Nuveen Real Asset Income & Growth Fund in Q1 2019 and held it in 4 quarters.
Lindbrook Capital's Nuveen Real Asset Income & Growth Fund position peaked at $55K in Q4 2019.
86 funds tracked by Wall St. Rank held Nuveen Real Asset Income & Growth Fund as of Q1 2020.

Based on Lindbrook Capital's 13F filing for Q1 2020, filed 22 Apr 2020.