B. Riley Wealth Management
NPCT icon

B. Riley Wealth Management’s Nuveen Core Plus Impact Fund NPCT Stock Holding History

B. Riley Wealth Management’s Portfolio NPCT Stock Details NPCT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q2 		$135K Buy
11,500
+600
+6% +$7.74K 0.01% 603
2022
Q1 		$164K Sell
10,900
-8,100
-43% -$129K 0.01% 571
2021
Q4 		$348K Hold
19,000
– – 0.02% 432
2021
Q3 		$371K Sell
19,000
-3,000
-14% -$58.8K 0.03% 402
2021
Q2 		$427K Buy
+22,000
New +$429K 0.05% 261

Other funds holding NPCT

Rivernorth Capital Management
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1607 Capital Partners
1607 Capital Partners Richmond, Virginia $1.15B AUM 12.28% 1-Year Est. Return
Saba Capital Management
Saba Capital Management New York $3.9B AUM 12.9% 1-Year Est. Return
Penserra Capital Management
Penserra Capital Management Orinda, California $13B AUM 71.83% 1-Year Est. Return
Sit Investment Associates
Sit Investment Associates Minneapolis, Minnesota $5.28B AUM 14.42% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
City of London Investment Management
City of London Investment Management London, United Kingdom $1.66B AUM 59.71% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Wolverine Asset Management
Wolverine Asset Management Chicago, Illinois $11.4B AUM 5.65% 1-Year Est. Return

B. Riley Wealth Management's NPCT Position: Q2 2022 in Review

B. Riley Wealth Management increased its Nuveen Core Plus Impact Fund (NPCT) stake by 5.5% in Q2 2022, buying an estimated $7.74K and bringing the position to 11,500 shares worth $135K. The position accounts for 0.01% of the portfolio, ranked #603.

B. Riley Wealth Management first reported a position in NPCT in Q2 2021 and has held it in 5 quarters since. The position peaked at $427K in Q2 2021. 36 funds tracked by Wall St. Rank hold NPCT as of Q2 2022.

  • B. Riley Wealth Management held 11,500 shares of Nuveen Core Plus Impact Fund worth $135K as of Q2 2022.
  • B. Riley Wealth Management bought 600 Nuveen Core Plus Impact Fund shares in Q2 2022, an estimated $7.74K.
  • Nuveen Core Plus Impact Fund made up 0.01% of B. Riley Wealth Management's portfolio in Q2 2022, its #603 holding.
  • B. Riley Wealth Management first reported a position in Nuveen Core Plus Impact Fund in Q2 2021 and has held it in 5 quarters since.
  • B. Riley Wealth Management's Nuveen Core Plus Impact Fund position peaked at $427K in Q2 2021.
  • 36 funds tracked by Wall St. Rank held Nuveen Core Plus Impact Fund as of Q2 2022.

Based on B. Riley Wealth Management's 13F filing for Q2 2022, filed 9 Sep 2022.