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Charter Oak Capital Management’s Nuveen ESG Large-Cap Value ETF NULV Stock Holding History

Charter Oak Capital Management’s Portfolio NULV Stock Details NULV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q3 		– Sell
-133
Closed -$4K – 625
2022
Q2 		$4K Hold
133
– – ﹤0.01% 749
2022
Q1 		$5K Buy
+133
New +$5K ﹤0.01% 759

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TF
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PWPCM
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UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return
FA
Forefront Analytics West Conshohocken, Pennsylvania $110M AUM 18.54% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Charter Oak Capital Management's NULV Position: Q3 2022 in Review

Charter Oak Capital Management sold out of Nuveen ESG Large-Cap Value ETF (NULV) in Q3 2022, closing a stake of 133 shares — an estimated $4K sold.

Charter Oak Capital Management first reported a position in NULV in Q1 2022 and held it in 2 quarters. The position peaked at $5K in Q1 2022. 180 funds tracked by Wall St. Rank hold NULV as of Q3 2022.

  • Charter Oak Capital Management reported no remaining Nuveen ESG Large-Cap Value ETF position as of Q3 2022 after selling out during the quarter.
  • Charter Oak Capital Management sold 133 Nuveen ESG Large-Cap Value ETF shares in Q3 2022, an estimated $4K.
  • Charter Oak Capital Management first reported a position in Nuveen ESG Large-Cap Value ETF in Q1 2022 and held it in 2 quarters.
  • Charter Oak Capital Management's Nuveen ESG Large-Cap Value ETF position peaked at $5K in Q1 2022.
  • 180 funds tracked by Wall St. Rank held Nuveen ESG Large-Cap Value ETF as of Q3 2022.

Based on Charter Oak Capital Management's 13F filing for Q3 2022, filed 6 Dec 2022.