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Jacobi Capital Management’s Nuveen ESG Large-Cap Growth ETF NULG Stock Holding History

Jacobi Capital Management’s Portfolio NULG Stock Details NULG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q3 		– Sell
-46
Closed -$2K – 1282
2020
Q2 		$2K Hold
46
– – ﹤0.01% 1059
2020
Q1 		$2K Buy
+46
New +$1.88K ﹤0.01% 972

Other funds holding NULG

TF
TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
RW
RVW Wealth Los Angeles, California $1.52B AUM 23.06% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
BHWA
Beacon Harbor Wealth Advisors Virginia Beach, Virginia $477M AUM 49.25% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Jacobi Capital Management's NULG Position: Q3 2020 in Review

Jacobi Capital Management sold out of Nuveen ESG Large-Cap Growth ETF (NULG) in Q3 2020, closing a stake of 46 shares — an estimated $2K sold.

Jacobi Capital Management first reported a position in NULG in Q1 2020 and held it in 2 quarters. The position peaked at $2K in Q2 2020. 62 funds tracked by Wall St. Rank hold NULG as of Q3 2020.

  • Jacobi Capital Management reported no remaining Nuveen ESG Large-Cap Growth ETF position as of Q3 2020 after selling out during the quarter.
  • Jacobi Capital Management sold 46 Nuveen ESG Large-Cap Growth ETF shares in Q3 2020, an estimated $2K.
  • Jacobi Capital Management first reported a position in Nuveen ESG Large-Cap Growth ETF in Q1 2020 and held it in 2 quarters.
  • Jacobi Capital Management's Nuveen ESG Large-Cap Growth ETF position peaked at $2K in Q2 2020.
  • 62 funds tracked by Wall St. Rank held Nuveen ESG Large-Cap Growth ETF as of Q3 2020.

Based on Jacobi Capital Management's 13F filing for Q3 2020, filed 30 Oct 2020.