Loring Wolcott & Coolidge Fiduciary Advisors’s Nuveen ESG Emerging Markets Equity ETF NUEM Stock Holding History

Loring Wolcott & Coolidge Fiduciary Advisors’s Portfolio NUEM Stock Details NUEM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q3	–	Sell	-689	Closed	-$18K	–	717
2019 Q2	$18K	Hold	689	–	–	﹤0.01%	516
2019 Q1	$18K	Buy	+689	New	+$17.7K	﹤0.01%	530

Other funds holding NUEM

Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return

Harborview Advisors Portland, Maine $179M AUM 23.7% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

FAAS

First Allied Advisory Services San Diego, California $2.98B AUM 15.89% 1-Year Est. Return

TAIM

TD Ameritrade Investment Management Omaha, Nebraska $9.4B AUM 7.2% 1-Year Est. Return

Loring Wolcott & Coolidge Fiduciary Advisors's NUEM Position: Q3 2019 in Review

Loring Wolcott & Coolidge Fiduciary Advisors sold out of Nuveen ESG Emerging Markets Equity ETF (NUEM) in Q3 2019, closing a stake of 689 shares — an estimated $18K sold.

Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in NUEM in Q1 2019 and held it in 2 quarters. The position peaked at $18K in Q2 2019. 23 funds tracked by Wall St. Rank hold NUEM as of Q3 2019.

Loring Wolcott & Coolidge Fiduciary Advisors reported no remaining Nuveen ESG Emerging Markets Equity ETF position as of Q3 2019 after selling out during the quarter.
Loring Wolcott & Coolidge Fiduciary Advisors sold 689 Nuveen ESG Emerging Markets Equity ETF shares in Q3 2019, an estimated $18K.
Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in Nuveen ESG Emerging Markets Equity ETF in Q1 2019 and held it in 2 quarters.
Loring Wolcott & Coolidge Fiduciary Advisors's Nuveen ESG Emerging Markets Equity ETF position peaked at $18K in Q2 2019.
23 funds tracked by Wall St. Rank held Nuveen ESG Emerging Markets Equity ETF as of Q3 2019.

Based on Loring Wolcott & Coolidge Fiduciary Advisors's 13F filing for Q3 2019, filed 5 Nov 2019.