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Lumature Wealth Partners’s Nuveen Real Asset Income & Growth Fund JRI Stock Holding History

Lumature Wealth Partners’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
2023
Q2 		– Sell
-86
Closed -$1.01K – 394
2023
Q1 		$1.01K Buy
+86
New +$1.04K ﹤0.01% 370

Other funds holding JRI

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Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
SCM
Saba Capital Management New York $3.62B AUM 12.96% 1-Year Est. Return
CA
Cornerstone Advisors Asheville, North Carolina $3.04B AUM 36.62% 1-Year Est. Return
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
TJHA
Thomas J. Herzfeld Advisors Miami Beach, Florida $294M AUM 2.62% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Lumature Wealth Partners's JRI Position: Q2 2023 in Review

Lumature Wealth Partners sold out of Nuveen Real Asset Income & Growth Fund (JRI) in Q2 2023, closing a stake of 86 shares — an estimated $1.01K sold.

Lumature Wealth Partners first reported a position in JRI in Q1 2023 and held it in 1 quarter. The position peaked at $1.01K in Q1 2023. 75 funds tracked by Wall St. Rank hold JRI as of Q2 2023.

  • Lumature Wealth Partners reported no remaining Nuveen Real Asset Income & Growth Fund position as of Q2 2023 after selling out during the quarter.
  • Lumature Wealth Partners sold 86 Nuveen Real Asset Income & Growth Fund shares in Q2 2023, an estimated $1.01K.
  • Lumature Wealth Partners first reported a position in Nuveen Real Asset Income & Growth Fund in Q1 2023 and held it in 1 quarter.
  • Lumature Wealth Partners's Nuveen Real Asset Income & Growth Fund position peaked at $1.01K in Q1 2023.
  • 75 funds tracked by Wall St. Rank held Nuveen Real Asset Income & Growth Fund as of Q2 2023.

Based on Lumature Wealth Partners's 13F filing for Q2 2023, filed 14 Aug 2023.