AG
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Advisor Group’s Nuveen ESG Mid-Cap Value ETF NUMV Stock Holding History

Advisor Group’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 		– Sell
-192
Closed -$5K – 5376
2019
Q2 		$5K Hold
192
– – ﹤0.01% 4690
2019
Q1 		$5K Sell
192
-3,234
-94% -$85.8K ﹤0.01% 4697
2018
Q4 		$82K Hold
3,426
– – ﹤0.01% 2809
2018
Q3 		$98K Hold
3,426
– – ﹤0.01% 2771
2018
Q2 		$97K Hold
3,426
– – ﹤0.01% 2548
2018
Q1 		$95K Hold
3,426
– – ﹤0.01% 2599
2017
Q4 		$97K Buy
3,426
+3,234
+1,684% +$88.6K ﹤0.01% 2605
2017
Q3 		$5K Buy
+192
New +$5.03K ﹤0.01% 4276

Other funds holding NUMV

Nuveen
Nuveen Charlotte, North Carolina $419B AUM 43.02% 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 $171B AUM 24.68% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
FT
Fiduciary Trust Boston, Massachusetts $9.19B AUM 25.65% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 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

Advisor Group's NUMV Position: Q3 2019 in Review

Advisor Group sold out of Nuveen ESG Mid-Cap Value ETF (NUMV) in Q3 2019, closing a stake of 192 shares — an estimated $5K sold.

Advisor Group first reported a position in NUMV in Q3 2017 and held it in 8 quarters. The position peaked at $98K in Q3 2018. 34 funds tracked by Wall St. Rank hold NUMV as of Q3 2019.

  • Advisor Group reported no remaining Nuveen ESG Mid-Cap Value ETF position as of Q3 2019 after selling out during the quarter.
  • Advisor Group sold 192 Nuveen ESG Mid-Cap Value ETF shares in Q3 2019, an estimated $5K.
  • Advisor Group first reported a position in Nuveen ESG Mid-Cap Value ETF in Q3 2017 and held it in 8 quarters.
  • Advisor Group's Nuveen ESG Mid-Cap Value ETF position peaked at $98K in Q3 2018.
  • 34 funds tracked by Wall St. Rank held Nuveen ESG Mid-Cap Value ETF as of Q3 2019.

Based on Advisor Group's 13F filing for Q3 2019, filed 13 Nov 2019.