UCFA
JRI icon

United Capital Financial Advisors’s Nuveen Real Asset Income & Growth Fund JRI Stock Holding History

United Capital Financial 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
2023
Q4 		– Sell
-11,430
Closed -$121K – 1097
2023
Q3 		$121K Buy
+11,430
New +$128K ﹤0.01% 814

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 13% 1-Year Est. Return
CA
Cornerstone Advisors Asheville, North Carolina $2.72B AUM 22.17% 1-Year Est. Return
SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
RVPG
Relative Value Partners Group $772M AUM 15.6% 1-Year Est. Return
AA
AQR Arbitrage Greenwich, Connecticut $6.09B AUM 27.01% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

United Capital Financial Advisors's JRI Position: Q4 2023 in Review

United Capital Financial Advisors sold out of Nuveen Real Asset Income & Growth Fund (JRI) in Q4 2023, closing a stake of 11,430 shares — an estimated $121K sold.

United Capital Financial Advisors first reported a position in JRI in Q3 2023 and held it in 1 quarter. The position peaked at $121K in Q3 2023. 76 funds tracked by Wall St. Rank hold JRI as of Q4 2023.

  • United Capital Financial Advisors reported no remaining Nuveen Real Asset Income & Growth Fund position as of Q4 2023 after selling out during the quarter.
  • United Capital Financial Advisors sold 11,430 Nuveen Real Asset Income & Growth Fund shares in Q4 2023, an estimated $121K.
  • United Capital Financial Advisors first reported a position in Nuveen Real Asset Income & Growth Fund in Q3 2023 and held it in 1 quarter.
  • United Capital Financial Advisors's Nuveen Real Asset Income & Growth Fund position peaked at $121K in Q3 2023.
  • 76 funds tracked by Wall St. Rank held Nuveen Real Asset Income & Growth Fund as of Q4 2023.

Based on United Capital Financial Advisors's 13F filing for Q4 2023, filed 14 Feb 2024.