AIM
NUMV icon

Advantage Investment Management’s Nuveen ESG Mid-Cap Value ETF NUMV Stock Holding History

Advantage Investment Management’s Portfolio NUMV Stock Details NUMV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q3 		$15K Hold
523
– – 0.01% 583
2019
Q2 		$15K Hold
523
– – 0.01% 594
2019
Q1 		$14K Hold
523
– – 0.01% 598
2018
Q4 		$12K Buy
+523
New +$14.1K 0.01% 621

Other funds holding NUMV

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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
FT
Fiduciary Trust Boston, Massachusetts $8.46B AUM 21.38% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
APP
Avantax Planning Partners Dubuque, Iowa $4.02B AUM 20% 1-Year Est. Return
BWM
Baystate Wealth Management Boston, Massachusetts $1.36B AUM 15.87% 1-Year Est. Return
SPIA
Strategic Point Investment Advisors Providence, Rhode Island $767M AUM 17.58% 1-Year Est. Return

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

Advantage Investment Management held its Nuveen ESG Mid-Cap Value ETF (NUMV) position steady in Q3 2019 at 523 shares worth $15K. The position accounts for 0.01% of the portfolio, ranked #583.

Advantage Investment Management first reported a position in NUMV in Q4 2018 and has held it in 4 quarters since. 34 funds tracked by Wall St. Rank hold NUMV as of Q3 2019.

  • Advantage Investment Management held 523 shares of Nuveen ESG Mid-Cap Value ETF worth $15K as of Q3 2019.
  • Advantage Investment Management left its Nuveen ESG Mid-Cap Value ETF share count unchanged in Q3 2019.
  • Nuveen ESG Mid-Cap Value ETF made up 0.01% of Advantage Investment Management's portfolio in Q3 2019, its #583 holding.
  • Advantage Investment Management first reported a position in Nuveen ESG Mid-Cap Value ETF in Q4 2018 and has held it in 4 quarters since.
  • 34 funds tracked by Wall St. Rank held Nuveen ESG Mid-Cap Value ETF as of Q3 2019.

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