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Concourse Financial Group Securities’s Nuveen ESG Mid-Cap Value ETF NUMV Stock Holding History

Concourse Financial Group Securities’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
Q2 		– Sell
-278
Closed -$7.75K – 2346
2019
Q1 		$7K Hold
278
– – ﹤0.01% 1640
2018
Q4 		$6K Buy
+278
New +$7.5K ﹤0.01% 1596

Other funds holding NUMV

Nuveen
Nuveen Charlotte, North Carolina $419B AUM 43.02% 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
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
WT
Whittier Trust South Pasadena, California $10.2B AUM 33.39% 1-Year Est. Return
LTFS
Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return
HA
Harborview Advisors Portland, Maine $179M AUM 23.7% 1-Year Est. Return
PA
Paracle Advisors Mercer Island, Washington $551M AUM 50.34% 1-Year Est. Return

Concourse Financial Group Securities's NUMV Position: Q2 2019 in Review

Concourse Financial Group Securities sold out of Nuveen ESG Mid-Cap Value ETF (NUMV) in Q2 2019, closing a stake of 278 shares — an estimated $7.75K sold.

Concourse Financial Group Securities first reported a position in NUMV in Q4 2018 and held it in 2 quarters. The position peaked at $7K in Q1 2019. 26 funds tracked by Wall St. Rank hold NUMV as of Q2 2019.

  • Concourse Financial Group Securities reported no remaining Nuveen ESG Mid-Cap Value ETF position as of Q2 2019 after selling out during the quarter.
  • Concourse Financial Group Securities sold 278 Nuveen ESG Mid-Cap Value ETF shares in Q2 2019, an estimated $7.75K.
  • Concourse Financial Group Securities first reported a position in Nuveen ESG Mid-Cap Value ETF in Q4 2018 and held it in 2 quarters.
  • Concourse Financial Group Securities's Nuveen ESG Mid-Cap Value ETF position peaked at $7K in Q1 2019.
  • 26 funds tracked by Wall St. Rank held Nuveen ESG Mid-Cap Value ETF as of Q2 2019.

Based on Concourse Financial Group Securities's 13F filing for Q2 2019, filed 13 Aug 2019.