CCM
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Colorado Capital Management’s Nuveen ESG Mid-Cap Value ETF NUMV Stock Holding History

Colorado Capital 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
2020
Q2 		– Sell
-11,952
Closed -$241K – 76
2020
Q1 		$241K Buy
+11,952
New +$322K 0.22% 60

Other funds holding NUMV

TF
TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
WI
WrapManager Inc Mill Valley, California $288M AUM 16.3% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return
FT
Fiduciary Trust Boston, Massachusetts $8.46B AUM 21.38% 1-Year Est. Return
EWM
Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
EWA
EP Wealth Advisors Torrance, California $20.3B AUM
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Colorado Capital Management's NUMV Position: Q2 2020 in Review

Colorado Capital Management sold out of Nuveen ESG Mid-Cap Value ETF (NUMV) in Q2 2020, closing a stake of 11,952 shares — an estimated $241K sold.

Colorado Capital Management first reported a position in NUMV in Q1 2020 and held it in 1 quarter. The position peaked at $241K in Q1 2020. 40 funds tracked by Wall St. Rank hold NUMV as of Q2 2020.

  • Colorado Capital Management reported no remaining Nuveen ESG Mid-Cap Value ETF position as of Q2 2020 after selling out during the quarter.
  • Colorado Capital Management sold 11,952 Nuveen ESG Mid-Cap Value ETF shares in Q2 2020, an estimated $241K.
  • Colorado Capital Management first reported a position in Nuveen ESG Mid-Cap Value ETF in Q1 2020 and held it in 1 quarter.
  • Colorado Capital Management's Nuveen ESG Mid-Cap Value ETF position peaked at $241K in Q1 2020.
  • 40 funds tracked by Wall St. Rank held Nuveen ESG Mid-Cap Value ETF as of Q2 2020.

Based on Colorado Capital Management's 13F filing for Q2 2020, filed 21 Jul 2020.