UFG
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United Fire Group’s Nuveen Real Asset Income & Growth Fund JRI Stock Holding History

United Fire Group’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
2018
Q1 		– Sell
-8,768
Closed -$156K – 113
2017
Q4 		$156K Sell
8,768
-1
-0% -$18 0.05% 89
2017
Q3 		$158K Buy
+8,769
New +$158K 0.05% 87

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AAM
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Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
CP
Camelot Portfolios Maumee, Ohio $143M AUM 14.82% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 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
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
CA
Cornerstone Advisors Asheville, North Carolina $2.72B AUM 22.17% 1-Year Est. Return

United Fire Group's JRI Position: Q1 2018 in Review

United Fire Group sold out of Nuveen Real Asset Income & Growth Fund (JRI) in Q1 2018, closing a stake of 8,768 shares — an estimated $156K sold.

United Fire Group first reported a position in JRI in Q3 2017 and held it in 2 quarters. The position peaked at $158K in Q3 2017. 75 funds tracked by Wall St. Rank hold JRI as of Q1 2018.

  • United Fire Group reported no remaining Nuveen Real Asset Income & Growth Fund position as of Q1 2018 after selling out during the quarter.
  • United Fire Group sold 8,768 Nuveen Real Asset Income & Growth Fund shares in Q1 2018, an estimated $156K.
  • United Fire Group first reported a position in Nuveen Real Asset Income & Growth Fund in Q3 2017 and held it in 2 quarters.
  • United Fire Group's Nuveen Real Asset Income & Growth Fund position peaked at $158K in Q3 2017.
  • 75 funds tracked by Wall St. Rank held Nuveen Real Asset Income & Growth Fund as of Q1 2018.

Based on United Fire Group's 13F filing for Q1 2018, filed 11 May 2018.