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OneDigital Investment Advisors’s Nuveen ESG Large-Cap Growth ETF NULG Stock Holding History

OneDigital Investment Advisors’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
2019
Q3 		– Sell
-259
Closed -$10K – 959
2019
Q2 		$10K Buy
+259
New +$9.35K ﹤0.01% 938

Other funds holding NULG

BFG
Barber Financial Group Lenexa, Kansas $567M AUM 5.25% 1-Year Est. Return
TF
TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
APP
Avantax Planning Partners Dubuque, Iowa $4.02B AUM 20% 1-Year Est. Return
FAAS
First Allied Advisory Services San Diego, California $2.98B AUM 15.89% 1-Year Est. Return
AGA
Arkos Global Advisors Houston, Texas $797M AUM 15.28% 1-Year Est. Return

OneDigital Investment Advisors's NULG Position: Q3 2019 in Review

OneDigital Investment Advisors sold out of Nuveen ESG Large-Cap Growth ETF (NULG) in Q3 2019, closing a stake of 259 shares — an estimated $10K sold.

OneDigital Investment Advisors first reported a position in NULG in Q2 2019 and held it in 1 quarter. The position peaked at $10K in Q2 2019. 38 funds tracked by Wall St. Rank hold NULG as of Q3 2019.

  • OneDigital Investment Advisors reported no remaining Nuveen ESG Large-Cap Growth ETF position as of Q3 2019 after selling out during the quarter.
  • OneDigital Investment Advisors sold 259 Nuveen ESG Large-Cap Growth ETF shares in Q3 2019, an estimated $10K.
  • OneDigital Investment Advisors first reported a position in Nuveen ESG Large-Cap Growth ETF in Q2 2019 and held it in 1 quarter.
  • OneDigital Investment Advisors's Nuveen ESG Large-Cap Growth ETF position peaked at $10K in Q2 2019.
  • 38 funds tracked by Wall St. Rank held Nuveen ESG Large-Cap Growth ETF as of Q3 2019.

Based on OneDigital Investment Advisors's 13F filing for Q3 2019, filed 8 Nov 2019.