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Strategic Point Investment Advisors’s Nuveen ESG Mid-Cap Growth ETF NUMG Stock Holding History

Strategic Point Investment Advisors’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
Q2 		– Sell
-13,794
Closed -$404K – 25
2020
Q1 		$404K Buy
+13,794
New +$469K 0.17% 22

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 $530B AUM 22.01% 1-Year Est. Return
WI
WrapManager Inc Mill Valley, California $288M AUM 16.3% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
WT
Whittier Trust South Pasadena, California $10.2B AUM 33.39% 1-Year Est. Return
CTC
Central Trust Company Jefferson City, Missouri $5.53B AUM 28.91% 1-Year Est. Return
SA
Stewardship Advisors Mount Joy, Pennsylvania $481M AUM 18.41% 1-Year Est. Return
RWP
RWA Wealth Partners Newton, Massachusetts $9.14B AUM 16.57% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Strategic Point Investment Advisors's NUMG Position: Q2 2020 in Review

Strategic Point Investment Advisors sold out of Nuveen ESG Mid-Cap Growth ETF (NUMG) in Q2 2020, closing a stake of 13,794 shares — an estimated $404K sold.

Strategic Point Investment Advisors first reported a position in NUMG in Q1 2020 and held it in 1 quarter. The position peaked at $404K in Q1 2020. 57 funds tracked by Wall St. Rank hold NUMG as of Q2 2020.

  • Strategic Point Investment Advisors reported no remaining Nuveen ESG Mid-Cap Growth ETF position as of Q2 2020 after selling out during the quarter.
  • Strategic Point Investment Advisors sold 13,794 Nuveen ESG Mid-Cap Growth ETF shares in Q2 2020, an estimated $404K.
  • Strategic Point Investment Advisors first reported a position in Nuveen ESG Mid-Cap Growth ETF in Q1 2020 and held it in 1 quarter.
  • Strategic Point Investment Advisors's Nuveen ESG Mid-Cap Growth ETF position peaked at $404K in Q1 2020.
  • 57 funds tracked by Wall St. Rank held Nuveen ESG Mid-Cap Growth ETF as of Q2 2020.

Based on Strategic Point Investment Advisors's 13F filing for Q2 2020, filed 29 Jul 2020.