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EverSource Wealth Advisors’s Nuveen Core Plus Impact Fund NPCT Stock Holding History

EverSource Wealth Advisors’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
2023
Q3 		– Sell
-34
Closed -$339 – 2611
2023
Q2 		$339 Hold
34
– – ﹤0.01% 2390
2023
Q1 		$347 Hold
34
– – ﹤0.01% 2283
2022
Q4 		$352 Hold
34
– – ﹤0.01% 2232
2022
Q3 		$0 Buy
+34
New +$404 ﹤0.01% 2076

Other funds holding NPCT

SCM
Saba Capital Management New York $3.62B AUM 13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
1CP
1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 1-Year Est. Return
AC
Almitas Capital Santa Monica, California $443M AUM 42.36% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return
SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

EverSource Wealth Advisors's NPCT Position: Q3 2023 in Review

EverSource Wealth Advisors sold out of Nuveen Core Plus Impact Fund (NPCT) in Q3 2023, closing a stake of 34 shares — an estimated $339 sold.

EverSource Wealth Advisors first reported a position in NPCT in Q3 2022 and held it in 4 quarters. The position peaked at $352 in Q4 2022. 43 funds tracked by Wall St. Rank hold NPCT as of Q3 2023.

  • EverSource Wealth Advisors reported no remaining Nuveen Core Plus Impact Fund position as of Q3 2023 after selling out during the quarter.
  • EverSource Wealth Advisors sold 34 Nuveen Core Plus Impact Fund shares in Q3 2023, an estimated $339.
  • EverSource Wealth Advisors first reported a position in Nuveen Core Plus Impact Fund in Q3 2022 and held it in 4 quarters.
  • EverSource Wealth Advisors's Nuveen Core Plus Impact Fund position peaked at $352 in Q4 2022.
  • 43 funds tracked by Wall St. Rank held Nuveen Core Plus Impact Fund as of Q3 2023.

Based on EverSource Wealth Advisors's 13F filing for Q3 2023, filed 3 Nov 2023.