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Piershale Financial Group’s Nuveen Real Asset Income & Growth Fund JRI Stock Holding History

Piershale Financial Group’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 		$23.7K Buy
2,077
+46
+2% +$525 0.02% 67
2023
Q1 		$23.8K Buy
2,031
+31
+2% +$376 0.02% 62
2022
Q4 		$23.4K Buy
+2,000
New +$23.2K 0.02% 62

Other funds holding JRI

Morgan Stanley
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

Piershale Financial Group's JRI Position: Q2 2023 in Review

Piershale Financial Group increased its Nuveen Real Asset Income & Growth Fund (JRI) stake by 2.3% in Q2 2023, buying an estimated $525 and bringing the position to 2,077 shares worth $23.7K. The position accounts for 0.02% of the portfolio, ranked #67.

Piershale Financial Group first reported a position in JRI in Q4 2022 and has held it in 3 quarters since. The position peaked at $23.8K in Q1 2023. 75 funds tracked by Wall St. Rank hold JRI as of Q2 2023.

  • Piershale Financial Group held 2,077 shares of Nuveen Real Asset Income & Growth Fund worth $23.7K as of Q2 2023.
  • Piershale Financial Group bought 46 Nuveen Real Asset Income & Growth Fund shares in Q2 2023, an estimated $525.
  • Nuveen Real Asset Income & Growth Fund made up 0.02% of Piershale Financial Group's portfolio in Q2 2023, its #67 holding.
  • Piershale Financial Group first reported a position in Nuveen Real Asset Income & Growth Fund in Q4 2022 and has held it in 3 quarters since.
  • Piershale Financial Group's Nuveen Real Asset Income & Growth Fund position peaked at $23.8K in Q1 2023.
  • 75 funds tracked by Wall St. Rank held Nuveen Real Asset Income & Growth Fund as of Q2 2023.

Based on Piershale Financial Group's 13F filing for Q2 2023, filed 6 Jul 2023.