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Orion Portfolio Solutions’s Nuveen Real Asset Income & Growth Fund JRI Stock Holding History

Orion Portfolio Solutions’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
Q3 		– Sell
-1,048
Closed -$12K – 1285
2020
Q2 		$12K Buy
+1,048
New +$11.6K ﹤0.01% 1139

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
CP
Camelot Portfolios Maumee, Ohio $143M AUM 14.82% 1-Year Est. Return
SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 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
CA
Cornerstone Advisors Asheville, North Carolina $2.72B AUM 22.17% 1-Year Est. Return
WAM
Wolverine Asset Management Chicago, Illinois $10.4B AUM 4.78% 1-Year Est. Return

Orion Portfolio Solutions's JRI Position: Q3 2020 in Review

Orion Portfolio Solutions sold out of Nuveen Real Asset Income & Growth Fund (JRI) in Q3 2020, closing a stake of 1,048 shares — an estimated $12K sold.

Orion Portfolio Solutions first reported a position in JRI in Q2 2020 and held it in 1 quarter. The position peaked at $12K in Q2 2020. 79 funds tracked by Wall St. Rank hold JRI as of Q3 2020.

  • Orion Portfolio Solutions reported no remaining Nuveen Real Asset Income & Growth Fund position as of Q3 2020 after selling out during the quarter.
  • Orion Portfolio Solutions sold 1,048 Nuveen Real Asset Income & Growth Fund shares in Q3 2020, an estimated $12K.
  • Orion Portfolio Solutions first reported a position in Nuveen Real Asset Income & Growth Fund in Q2 2020 and held it in 1 quarter.
  • Orion Portfolio Solutions's Nuveen Real Asset Income & Growth Fund position peaked at $12K in Q2 2020.
  • 79 funds tracked by Wall St. Rank held Nuveen Real Asset Income & Growth Fund as of Q3 2020.

Based on Orion Portfolio Solutions's 13F filing for Q3 2020, filed 13 Nov 2020.