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Simon Quick Advisors’s Nuveen Real Asset Income & Growth Fund JRI Stock Holding History

Simon Quick 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
Q4 		– Sell
-5,340
Closed -$96K – 531
2017
Q3 		$96K Buy
+5,340
New +$96.4K 0.03% 196

Other funds holding JRI

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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
CP
Camelot Portfolios Maumee, Ohio $143M AUM 14.82% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
DBT
Dubuque Bank & Trust Dubuque, Iowa $748M AUM 12.31% 1-Year Est. Return
SCM
Sterneck Capital Management Kansas City, Missouri $223M AUM 17.15% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
FFA
First Foundation Advisors Irvine, California $2.48B AUM 18.56% 1-Year Est. Return

Simon Quick Advisors's JRI Position: Q4 2017 in Review

Simon Quick Advisors sold out of Nuveen Real Asset Income & Growth Fund (JRI) in Q4 2017, closing a stake of 5,340 shares — an estimated $96K sold.

Simon Quick Advisors first reported a position in JRI in Q3 2017 and held it in 1 quarter. The position peaked at $96K in Q3 2017. 71 funds tracked by Wall St. Rank hold JRI as of Q4 2017.

  • Simon Quick Advisors reported no remaining Nuveen Real Asset Income & Growth Fund position as of Q4 2017 after selling out during the quarter.
  • Simon Quick Advisors sold 5,340 Nuveen Real Asset Income & Growth Fund shares in Q4 2017, an estimated $96K.
  • Simon Quick Advisors first reported a position in Nuveen Real Asset Income & Growth Fund in Q3 2017 and held it in 1 quarter.
  • Simon Quick Advisors's Nuveen Real Asset Income & Growth Fund position peaked at $96K in Q3 2017.
  • 71 funds tracked by Wall St. Rank held Nuveen Real Asset Income & Growth Fund as of Q4 2017.

Based on Simon Quick Advisors's 13F filing for Q4 2017, filed 13 Feb 2018.