AIM
NUMG icon

Advantage Investment Management’s Nuveen ESG Mid-Cap Growth ETF NUMG Stock Holding History

Advantage Investment Management’s Portfolio NUMG Stock Details NUMG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q3 		$16K Hold
476
– – 0.01% 567
2019
Q2 		$16K Hold
476
– – 0.01% 577
2019
Q1 		$15K Hold
476
– – 0.01% 583
2018
Q4 		$12K Buy
+476
New +$14.3K 0.01% 620

Other funds holding NUMG

N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
TF
TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
FT
Fiduciary Trust Boston, Massachusetts $8.46B AUM 21.38% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
RWP
RWA Wealth Partners Newton, Massachusetts $9.14B AUM 16.57% 1-Year Est. Return
WT
Whittier Trust South Pasadena, California $10.2B AUM 33.39% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Advantage Investment Management's NUMG Position: Q3 2019 in Review

Advantage Investment Management held its Nuveen ESG Mid-Cap Growth ETF (NUMG) position steady in Q3 2019 at 476 shares worth $16K. The position accounts for 0.01% of the portfolio, ranked #567.

Advantage Investment Management first reported a position in NUMG in Q4 2018 and has held it in 4 quarters since. 38 funds tracked by Wall St. Rank hold NUMG as of Q3 2019.

  • Advantage Investment Management held 476 shares of Nuveen ESG Mid-Cap Growth ETF worth $16K as of Q3 2019.
  • Advantage Investment Management left its Nuveen ESG Mid-Cap Growth ETF share count unchanged in Q3 2019.
  • Nuveen ESG Mid-Cap Growth ETF made up 0.01% of Advantage Investment Management's portfolio in Q3 2019, its #567 holding.
  • Advantage Investment Management first reported a position in Nuveen ESG Mid-Cap Growth ETF in Q4 2018 and has held it in 4 quarters since.
  • 38 funds tracked by Wall St. Rank held Nuveen ESG Mid-Cap Growth ETF as of Q3 2019.

Based on Advantage Investment Management's 13F filing for Q3 2019, filed 8 Oct 2019.