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Sigma Planning Corp’s Nuveen Real Asset Income & Growth Fund JRI Stock Holding History

Sigma Planning Corp’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
2022
Q4 		– Sell
-10,282
Closed -$115K – 1306
2022
Q3 		$115K Buy
+10,282
New +$136K ﹤0.01% 1180

Other funds holding JRI

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
CA
Cornerstone Advisors Asheville, North Carolina $2.72B AUM 22.17% 1-Year Est. Return
RVPG
Relative Value Partners Group $772M AUM 15.6% 1-Year Est. Return
SCM
Saba Capital Management New York $3.62B AUM 13% 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
GA
GraniteShares Advisors New York $139M AUM 0.56% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
CAN
Cetera Advisor Networks El Segundo, California $20.2B AUM 22.31% 1-Year Est. Return
DBT
Dubuque Bank & Trust Dubuque, Iowa $748M AUM 12.31% 1-Year Est. Return

Sigma Planning Corp's JRI Position: Q4 2022 in Review

Sigma Planning Corp sold out of Nuveen Real Asset Income & Growth Fund (JRI) in Q4 2022, closing a stake of 10,282 shares — an estimated $115K sold.

Sigma Planning Corp first reported a position in JRI in Q3 2022 and held it in 1 quarter. The position peaked at $115K in Q3 2022. 78 funds tracked by Wall St. Rank hold JRI as of Q4 2022.

  • Sigma Planning Corp reported no remaining Nuveen Real Asset Income & Growth Fund position as of Q4 2022 after selling out during the quarter.
  • Sigma Planning Corp sold 10,282 Nuveen Real Asset Income & Growth Fund shares in Q4 2022, an estimated $115K.
  • Sigma Planning Corp first reported a position in Nuveen Real Asset Income & Growth Fund in Q3 2022 and held it in 1 quarter.
  • Sigma Planning Corp's Nuveen Real Asset Income & Growth Fund position peaked at $115K in Q3 2022.
  • 78 funds tracked by Wall St. Rank held Nuveen Real Asset Income & Growth Fund as of Q4 2022.

Based on Sigma Planning Corp's 13F filing for Q4 2022, filed 24 Jan 2023.