SPIA
NUMV icon

Strategic Point Investment Advisors’s Nuveen ESG Mid-Cap Value ETF NUMV Stock Holding History

Strategic Point Investment Advisors’s Portfolio NUMV Stock Details NUMV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q1 		– Sell
-23,880
Closed -$789K – 25
2019
Q4 		$789K Buy
23,880
+4,220
+21% +$126K 0.29% 19
2019
Q3 		$611K Buy
+19,660
New +$558K 0.24% 19

Other funds holding NUMV

TF
TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
FT
Fiduciary Trust Boston, Massachusetts $8.46B AUM 21.38% 1-Year Est. Return
TRCT
Tower Research Capital (TRC) New York $3.85B AUM 32.11% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
EWA
EP Wealth Advisors Torrance, California $20.3B AUM
EWM
Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 1-Year Est. Return

Strategic Point Investment Advisors's NUMV Position: Q1 2020 in Review

Strategic Point Investment Advisors sold out of Nuveen ESG Mid-Cap Value ETF (NUMV) in Q1 2020, closing a stake of 23,880 shares — an estimated $789K sold.

Strategic Point Investment Advisors first reported a position in NUMV in Q3 2019 and held it in 2 quarters. The position peaked at $789K in Q4 2019. 34 funds tracked by Wall St. Rank hold NUMV as of Q1 2020.

  • Strategic Point Investment Advisors reported no remaining Nuveen ESG Mid-Cap Value ETF position as of Q1 2020 after selling out during the quarter.
  • Strategic Point Investment Advisors sold 23,880 Nuveen ESG Mid-Cap Value ETF shares in Q1 2020, an estimated $789K.
  • Strategic Point Investment Advisors first reported a position in Nuveen ESG Mid-Cap Value ETF in Q3 2019 and held it in 2 quarters.
  • Strategic Point Investment Advisors's Nuveen ESG Mid-Cap Value ETF position peaked at $789K in Q4 2019.
  • 34 funds tracked by Wall St. Rank held Nuveen ESG Mid-Cap Value ETF as of Q1 2020.

Based on Strategic Point Investment Advisors's 13F filing for Q1 2020, filed 11 May 2020.