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Harbour Investments’s Nuveen ESG Large-Cap ETF NULC Stock Holding History

Harbour Investments’s Portfolio NULC Stock Details NULC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q4 		– Sell
-470
Closed -$16.6K – 3163
2023
Q3 		$16.6K Hold
470
– – ﹤0.01% 1824
2023
Q2 		$17K Hold
470
– – ﹤0.01% 1818
2023
Q1 		$16.1K Hold
470
– – ﹤0.01% 1825
2022
Q4 		$15.1K Hold
470
– – ﹤0.01% 1784
2022
Q3 		$15K Hold
470
– – ﹤0.01% 1774
2022
Q2 		$15K Buy
+470
New +$16.3K ﹤0.01% 1774
2021
Q4 		$20K Sell
482
-26
-5% -$1.1K ﹤0.01% 1677
2021
Q3 		$21K Buy
+508
New +$21K ﹤0.01% 2277

Other funds holding NULC

N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
TWM
Tolleson Wealth Management Dallas, Texas $685M AUM 15.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
RCS
Retirement Capital Strategies San Jose, California $265M AUM 11.86% 1-Year Est. Return
3AM
3EDGE Asset Management Naples, Florida $2.24B AUM 16.9% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

Harbour Investments's NULC Position: Q4 2023 in Review

Harbour Investments sold out of Nuveen ESG Large-Cap ETF (NULC) in Q4 2023, closing a stake of 470 shares — an estimated $16.6K sold.

Harbour Investments first reported a position in NULC in Q3 2021 and held it in 8 quarters. The position peaked at $21K in Q3 2021. 17 funds tracked by Wall St. Rank hold NULC as of Q4 2023.

  • Harbour Investments reported no remaining Nuveen ESG Large-Cap ETF position as of Q4 2023 after selling out during the quarter.
  • Harbour Investments sold 470 Nuveen ESG Large-Cap ETF shares in Q4 2023, an estimated $16.6K.
  • Harbour Investments first reported a position in Nuveen ESG Large-Cap ETF in Q3 2021 and held it in 8 quarters.
  • Harbour Investments's Nuveen ESG Large-Cap ETF position peaked at $21K in Q3 2021.
  • 17 funds tracked by Wall St. Rank held Nuveen ESG Large-Cap ETF as of Q4 2023.

Based on Harbour Investments's 13F filing for Q4 2023, filed 16 Feb 2024.