RIA
JRI icon

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

Realta 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
2020
Q1 		– Sell
-3,023
Closed -$54K – 885
2019
Q4 		$54K Buy
3,023
+36
+1% +$644 0.01% 642
2019
Q3 		$54K Buy
2,987
+2,263
+313% +$38.4K 0.01% 652
2019
Q2 		$12K Buy
724
+14
+2% +$227 ﹤0.01% 1087
2019
Q1 		$11K Buy
+710
New +$10.9K 0.01% 890

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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
WAM
Wolverine Asset Management Chicago, Illinois $10.4B AUM 4.78% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Realta Investment Advisors's JRI Position: Q1 2020 in Review

Realta Investment Advisors sold out of Nuveen Real Asset Income & Growth Fund (JRI) in Q1 2020, closing a stake of 3,023 shares — an estimated $54K sold.

Realta Investment Advisors first reported a position in JRI in Q1 2019 and held it in 4 quarters. The position peaked at $54K in Q4 2019. 86 funds tracked by Wall St. Rank hold JRI as of Q1 2020.

  • Realta Investment Advisors reported no remaining Nuveen Real Asset Income & Growth Fund position as of Q1 2020 after selling out during the quarter.
  • Realta Investment Advisors sold 3,023 Nuveen Real Asset Income & Growth Fund shares in Q1 2020, an estimated $54K.
  • Realta Investment Advisors first reported a position in Nuveen Real Asset Income & Growth Fund in Q1 2019 and held it in 4 quarters.
  • Realta Investment Advisors's Nuveen Real Asset Income & Growth Fund position peaked at $54K in Q4 2019.
  • 86 funds tracked by Wall St. Rank held Nuveen Real Asset Income & Growth Fund as of Q1 2020.

Based on Realta Investment Advisors's 13F filing for Q1 2020, filed 23 Apr 2020.