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Lowell Blake & Associates’s Nuveen ESG Mid-Cap Growth ETF NUMG Stock Holding History

Lowell Blake & Associates’s Portfolio NUMG Stock Details NUMG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q1 		– Sell
-6,617
Closed -$233K – 56
2019
Q4 		$233K Buy
+6,617
New +$224K 0.26% 52

Other funds holding NUMG

TF
TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return
TA
Tiedemann Advisors New York $2.33B AUM 15.56% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
SA
Stewardship Advisors Mount Joy, Pennsylvania $481M AUM 18.41% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
RWP
RWA Wealth Partners Newton, Massachusetts $10.4B AUM 21.69% 1-Year Est. Return
WT
Whittier Trust South Pasadena, California $10.2B AUM 33.39% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
FT
Fiduciary Trust Boston, Massachusetts $9.19B AUM 25.65% 1-Year Est. Return

Lowell Blake & Associates's NUMG Position: Q1 2020 in Review

Lowell Blake & Associates sold out of Nuveen ESG Mid-Cap Growth ETF (NUMG) in Q1 2020, closing a stake of 6,617 shares — an estimated $233K sold.

Lowell Blake & Associates first reported a position in NUMG in Q4 2019 and held it in 1 quarter. The position peaked at $233K in Q4 2019. 45 funds tracked by Wall St. Rank hold NUMG as of Q1 2020.

  • Lowell Blake & Associates reported no remaining Nuveen ESG Mid-Cap Growth ETF position as of Q1 2020 after selling out during the quarter.
  • Lowell Blake & Associates sold 6,617 Nuveen ESG Mid-Cap Growth ETF shares in Q1 2020, an estimated $233K.
  • Lowell Blake & Associates first reported a position in Nuveen ESG Mid-Cap Growth ETF in Q4 2019 and held it in 1 quarter.
  • Lowell Blake & Associates's Nuveen ESG Mid-Cap Growth ETF position peaked at $233K in Q4 2019.
  • 45 funds tracked by Wall St. Rank held Nuveen ESG Mid-Cap Growth ETF as of Q1 2020.

Based on Lowell Blake & Associates's 13F filing for Q1 2020, filed 1 Jul 2020.