MWM
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Mascoma Wealth Management’s Nuveen ESG US Aggregate Bond ETF NUBD Stock Holding History

Mascoma Wealth Management’s Portfolio NUBD Stock Details NUBD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q1 		– Sell
-7,127
Closed -$173K – 409
2018
Q4 		$173K Buy
7,127
+4,162
+140% +$99.6K 0.13% 70
2018
Q3 		$71K Buy
+2,965
New +$71.8K 0.05% 141

Other funds holding NUBD

N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
BSWM
Boston Standard Wealth Management Winchester, Massachusetts $689M AUM 16.24% 1-Year Est. Return
CJA
C-J Advisory San Jose, California $189M AUM 23.84% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
UB
UMB Bank Kansas City, Missouri $7.16B AUM 20.88% 1-Year Est. Return

Mascoma Wealth Management's NUBD Position: Q1 2019 in Review

Mascoma Wealth Management sold out of Nuveen ESG US Aggregate Bond ETF (NUBD) in Q1 2019, closing a stake of 7,127 shares — an estimated $173K sold.

Mascoma Wealth Management first reported a position in NUBD in Q3 2018 and held it in 2 quarters. The position peaked at $173K in Q4 2018. 30 funds tracked by Wall St. Rank hold NUBD as of Q1 2019.

  • Mascoma Wealth Management reported no remaining Nuveen ESG US Aggregate Bond ETF position as of Q1 2019 after selling out during the quarter.
  • Mascoma Wealth Management sold 7,127 Nuveen ESG US Aggregate Bond ETF shares in Q1 2019, an estimated $173K.
  • Mascoma Wealth Management first reported a position in Nuveen ESG US Aggregate Bond ETF in Q3 2018 and held it in 2 quarters.
  • Mascoma Wealth Management's Nuveen ESG US Aggregate Bond ETF position peaked at $173K in Q4 2018.
  • 30 funds tracked by Wall St. Rank held Nuveen ESG US Aggregate Bond ETF as of Q1 2019.

Based on Mascoma Wealth Management's 13F filing for Q1 2019, filed 23 Apr 2019.