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Pathstone Family Office’s Nuveen ESG Large-Cap Value ETF NULV Stock Holding History

Pathstone Family Office’s Portfolio NULV Stock Details NULV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q4 		– Sell
-337
Closed -$11K – 564
2019
Q3 		$11K Hold
337
– – ﹤0.01% 475
2019
Q2 		$10K Buy
+337
New +$9.99K ﹤0.01% 525

Other funds holding NULV

TF
TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $59.5B AUM 35.96% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
APP
Avantax Planning Partners Dubuque, Iowa $4.02B AUM 20% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Pathstone Family Office's NULV Position: Q4 2019 in Review

Pathstone Family Office sold out of Nuveen ESG Large-Cap Value ETF (NULV) in Q4 2019, closing a stake of 337 shares — an estimated $11K sold.

Pathstone Family Office first reported a position in NULV in Q2 2019 and held it in 2 quarters. The position peaked at $11K in Q3 2019. 48 funds tracked by Wall St. Rank hold NULV as of Q4 2019.

  • Pathstone Family Office reported no remaining Nuveen ESG Large-Cap Value ETF position as of Q4 2019 after selling out during the quarter.
  • Pathstone Family Office sold 337 Nuveen ESG Large-Cap Value ETF shares in Q4 2019, an estimated $11K.
  • Pathstone Family Office first reported a position in Nuveen ESG Large-Cap Value ETF in Q2 2019 and held it in 2 quarters.
  • Pathstone Family Office's Nuveen ESG Large-Cap Value ETF position peaked at $11K in Q3 2019.
  • 48 funds tracked by Wall St. Rank held Nuveen ESG Large-Cap Value ETF as of Q4 2019.

Based on Pathstone Family Office's 13F filing for Q4 2019, filed 14 Feb 2020.