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Syverson Strege & Co’s Nuveen Real Asset Income & Growth Fund JRI Stock Holding History

Syverson Strege & Co’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
Q1 		– Sell
-1,581
Closed -$25K – 316
2021
Q4 		$25K Buy
1,581
+38
+2% +$590 0.02% 168
2021
Q3 		$24K Buy
1,543
+28
+2% +$447 0.02% 178
2021
Q2 		$24K Buy
1,515
+28
+2% +$438 0.02% 165
2021
Q1 		$22K Buy
1,487
+20
+1% +$281 0.02% 159
2020
Q4 		$20K Buy
+1,467
New +$18.7K 0.02% 153

Other funds holding JRI

PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 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
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
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
GA
GraniteShares Advisors New York $139M AUM 0.56% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return

Syverson Strege & Co's JRI Position: Q1 2022 in Review

Syverson Strege & Co sold out of Nuveen Real Asset Income & Growth Fund (JRI) in Q1 2022, closing a stake of 1,581 shares — an estimated $25K sold.

Syverson Strege & Co first reported a position in JRI in Q4 2020 and held it in 5 quarters. The position peaked at $25K in Q4 2021. 81 funds tracked by Wall St. Rank hold JRI as of Q1 2022.

  • Syverson Strege & Co reported no remaining Nuveen Real Asset Income & Growth Fund position as of Q1 2022 after selling out during the quarter.
  • Syverson Strege & Co sold 1,581 Nuveen Real Asset Income & Growth Fund shares in Q1 2022, an estimated $25K.
  • Syverson Strege & Co first reported a position in Nuveen Real Asset Income & Growth Fund in Q4 2020 and held it in 5 quarters.
  • Syverson Strege & Co's Nuveen Real Asset Income & Growth Fund position peaked at $25K in Q4 2021.
  • 81 funds tracked by Wall St. Rank held Nuveen Real Asset Income & Growth Fund as of Q1 2022.

Based on Syverson Strege & Co's 13F filing for Q1 2022, filed 13 Apr 2022.