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Cape Investment Advisory’s Nuveen Core Plus Impact Fund NPCT Stock Holding History

Cape Investment Advisory’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
2024
Q1 		– Sell
-19,803
Closed -$200K – 1092
2023
Q4 		$200K Buy
+19,803
New +$188K 0.1% 146

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Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AC
Almitas Capital Santa Monica, California $443M AUM 42.36% 1-Year Est. Return
SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
1CP
1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.79% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Cape Investment Advisory's NPCT Position: Q1 2024 in Review

Cape Investment Advisory sold out of Nuveen Core Plus Impact Fund (NPCT) in Q1 2024, closing a stake of 19,803 shares — an estimated $200K sold.

Cape Investment Advisory first reported a position in NPCT in Q4 2023 and held it in 1 quarter. The position peaked at $200K in Q4 2023. 45 funds tracked by Wall St. Rank hold NPCT as of Q1 2024.

  • Cape Investment Advisory reported no remaining Nuveen Core Plus Impact Fund position as of Q1 2024 after selling out during the quarter.
  • Cape Investment Advisory sold 19,803 Nuveen Core Plus Impact Fund shares in Q1 2024, an estimated $200K.
  • Cape Investment Advisory first reported a position in Nuveen Core Plus Impact Fund in Q4 2023 and held it in 1 quarter.
  • Cape Investment Advisory's Nuveen Core Plus Impact Fund position peaked at $200K in Q4 2023.
  • 45 funds tracked by Wall St. Rank held Nuveen Core Plus Impact Fund as of Q1 2024.

Based on Cape Investment Advisory's 13F filing for Q1 2024, filed 21 Jun 2024.