SWM
NUMV icon

Sugarloaf Wealth Management’s Nuveen ESG Mid-Cap Value ETF NUMV Stock Holding History

Sugarloaf Wealth Management’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
Q4 		– Sell
-600
Closed – – 743
2020
Q3 		$0 Buy
+600
New +$15.2K ﹤0.01% 704

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WI
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Envestnet Asset Management
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Thrivent Financial for Lutherans
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Creative Planning
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CWP
Concord Wealth Partners Abingdon, Virginia $873M AUM 24.02% 1-Year Est. Return
EWM
Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Sugarloaf Wealth Management's NUMV Position: Q4 2020 in Review

Sugarloaf Wealth Management sold out of Nuveen ESG Mid-Cap Value ETF (NUMV) in Q4 2020, closing a stake of 600 shares.

Sugarloaf Wealth Management first reported a position in NUMV in Q3 2020 and held it in 1 quarter. The position peaked at $0 in Q3 2020. 47 funds tracked by Wall St. Rank hold NUMV as of Q4 2020.

  • Sugarloaf Wealth Management reported no remaining Nuveen ESG Mid-Cap Value ETF position as of Q4 2020 after selling out during the quarter.
  • Sugarloaf Wealth Management sold 600 Nuveen ESG Mid-Cap Value ETF shares in Q4 2020.
  • Sugarloaf Wealth Management first reported a position in Nuveen ESG Mid-Cap Value ETF in Q3 2020 and held it in 1 quarter.
  • Sugarloaf Wealth Management's Nuveen ESG Mid-Cap Value ETF position peaked at $0 in Q3 2020.
  • 47 funds tracked by Wall St. Rank held Nuveen ESG Mid-Cap Value ETF as of Q4 2020.

Based on Sugarloaf Wealth Management's 13F filing for Q4 2020, filed 3 Feb 2021.