CWM
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Cornerstone Wealth Management’s Nuveen ESG Small-Cap ETF NUSC Stock Holding History

Cornerstone Wealth Management’s Portfolio NUSC Stock Details NUSC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q3 		– Sell
-9,953
Closed -$325K – 1450
2018
Q2 		$325K Buy
+9,953
New +$296K ﹤0.01% 1164

Other funds holding NUSC

N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
BWP
BSW Wealth Partners Boulder, Colorado $899M AUM 28.56% 1-Year Est. Return
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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
CJA
C-J Advisory San Jose, California $189M AUM 23.84% 1-Year Est. Return
MWM
Mission Wealth Management Santa Barbara, California $4.86B AUM 22.78% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
FAAS
First Allied Advisory Services San Diego, California $2.98B AUM 15.89% 1-Year Est. Return
LTFS
Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return

Cornerstone Wealth Management's NUSC Position: Q3 2018 in Review

Cornerstone Wealth Management sold out of Nuveen ESG Small-Cap ETF (NUSC) in Q3 2018, closing a stake of 9,953 shares — an estimated $325K sold.

Cornerstone Wealth Management first reported a position in NUSC in Q2 2018 and held it in 1 quarter. The position peaked at $325K in Q2 2018. 43 funds tracked by Wall St. Rank hold NUSC as of Q3 2018.

  • Cornerstone Wealth Management reported no remaining Nuveen ESG Small-Cap ETF position as of Q3 2018 after selling out during the quarter.
  • Cornerstone Wealth Management sold 9,953 Nuveen ESG Small-Cap ETF shares in Q3 2018, an estimated $325K.
  • Cornerstone Wealth Management first reported a position in Nuveen ESG Small-Cap ETF in Q2 2018 and held it in 1 quarter.
  • Cornerstone Wealth Management's Nuveen ESG Small-Cap ETF position peaked at $325K in Q2 2018.
  • 43 funds tracked by Wall St. Rank held Nuveen ESG Small-Cap ETF as of Q3 2018.

Based on Cornerstone Wealth Management's 13F filing for Q3 2018, filed 19 Oct 2018.