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Mountain Capital Investment Advisors’s Nuveen Real Asset Income & Growth Fund JRI Stock Holding History

Mountain Capital Investment Advisors’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
2017
Q3 		– Sell
-1,186
Closed -$21K – 529
2017
Q2 		$21K Buy
+1,186
New +$20.7K 0.02% 201

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AAM
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CP
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Invesco
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Morgan Stanley
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DBT
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SCM
Sterneck Capital Management Kansas City, Missouri $223M AUM 17.15% 1-Year Est. Return
FFA
First Foundation Advisors Irvine, California $2.48B AUM 18.56% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Mountain Capital Investment Advisors's JRI Position: Q3 2017 in Review

Mountain Capital Investment Advisors sold out of Nuveen Real Asset Income & Growth Fund (JRI) in Q3 2017, closing a stake of 1,186 shares — an estimated $21K sold.

Mountain Capital Investment Advisors first reported a position in JRI in Q2 2017 and held it in 1 quarter. The position peaked at $21K in Q2 2017. 58 funds tracked by Wall St. Rank hold JRI as of Q3 2017.

  • Mountain Capital Investment Advisors reported no remaining Nuveen Real Asset Income & Growth Fund position as of Q3 2017 after selling out during the quarter.
  • Mountain Capital Investment Advisors sold 1,186 Nuveen Real Asset Income & Growth Fund shares in Q3 2017, an estimated $21K.
  • Mountain Capital Investment Advisors first reported a position in Nuveen Real Asset Income & Growth Fund in Q2 2017 and held it in 1 quarter.
  • Mountain Capital Investment Advisors's Nuveen Real Asset Income & Growth Fund position peaked at $21K in Q2 2017.
  • 58 funds tracked by Wall St. Rank held Nuveen Real Asset Income & Growth Fund as of Q3 2017.

Based on Mountain Capital Investment Advisors's 13F filing for Q3 2017, filed 1 Nov 2017.