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Hochman Cole Investment Advisors’s Nuveen ESG Small-Cap ETF NUSC Stock Holding History

Hochman Cole Investment Advisors’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
Q4 		– Sell
-7,538
Closed -$238K – 119
2018
Q3 		$238K Hold
7,538
– – 0.15% 96
2018
Q2 		$231K Hold
7,538
– – 0.15% 92
2018
Q1 		$213K Buy
+7,538
New +$217K 0.15% 93

Other funds holding NUSC

N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
MWM
Mission Wealth Management Santa Barbara, California $8.18B AUM 28.28% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
CJA
C-J Advisory San Jose, California $189M AUM 23.84% 1-Year Est. Return
TRCT
Tower Research Capital (TRC) New York $3.85B AUM 32.11% 1-Year Est. Return
BWP
BSW Wealth Partners Boulder, Colorado $899M AUM 28.56% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Hochman Cole Investment Advisors's NUSC Position: Q4 2018 in Review

Hochman Cole Investment Advisors sold out of Nuveen ESG Small-Cap ETF (NUSC) in Q4 2018, closing a stake of 7,538 shares — an estimated $238K sold.

Hochman Cole Investment Advisors first reported a position in NUSC in Q1 2018 and held it in 3 quarters. The position peaked at $238K in Q3 2018. 42 funds tracked by Wall St. Rank hold NUSC as of Q4 2018.

  • Hochman Cole Investment Advisors reported no remaining Nuveen ESG Small-Cap ETF position as of Q4 2018 after selling out during the quarter.
  • Hochman Cole Investment Advisors sold 7,538 Nuveen ESG Small-Cap ETF shares in Q4 2018, an estimated $238K.
  • Hochman Cole Investment Advisors first reported a position in Nuveen ESG Small-Cap ETF in Q1 2018 and held it in 3 quarters.
  • Hochman Cole Investment Advisors's Nuveen ESG Small-Cap ETF position peaked at $238K in Q3 2018.
  • 42 funds tracked by Wall St. Rank held Nuveen ESG Small-Cap ETF as of Q4 2018.

Based on Hochman Cole Investment Advisors's 13F filing for Q4 2018, filed 4 Feb 2019.