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MassMutual Private Wealth & Trust’s Nuveen Real Asset Income & Growth Fund JRI Stock Holding History

MassMutual Private Wealth & Trust’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
Q4 		– Sell
-930
Closed -$11K – 911
2020
Q3 		$11K Buy
+930
New +$11.3K ﹤0.01% 564

Other funds holding JRI

PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 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
SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
CA
Cornerstone Advisors Asheville, North Carolina $2.72B AUM 22.17% 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
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
TJHA
Thomas J. Herzfeld Advisors Miami Beach, Florida $294M AUM 2.62% 1-Year Est. Return

MassMutual Private Wealth & Trust's JRI Position: Q4 2020 in Review

MassMutual Private Wealth & Trust sold out of Nuveen Real Asset Income & Growth Fund (JRI) in Q4 2020, closing a stake of 930 shares — an estimated $11K sold.

MassMutual Private Wealth & Trust first reported a position in JRI in Q3 2020 and held it in 1 quarter. The position peaked at $11K in Q3 2020. 91 funds tracked by Wall St. Rank hold JRI as of Q4 2020.

  • MassMutual Private Wealth & Trust reported no remaining Nuveen Real Asset Income & Growth Fund position as of Q4 2020 after selling out during the quarter.
  • MassMutual Private Wealth & Trust sold 930 Nuveen Real Asset Income & Growth Fund shares in Q4 2020, an estimated $11K.
  • MassMutual Private Wealth & Trust first reported a position in Nuveen Real Asset Income & Growth Fund in Q3 2020 and held it in 1 quarter.
  • MassMutual Private Wealth & Trust's Nuveen Real Asset Income & Growth Fund position peaked at $11K in Q3 2020.
  • 91 funds tracked by Wall St. Rank held Nuveen Real Asset Income & Growth Fund as of Q4 2020.

Based on MassMutual Private Wealth & Trust's 13F filing for Q4 2020, filed 16 Feb 2021.