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Synovus Financial’s Nuveen ESG Mid-Cap Value ETF NUMV Stock Holding History

Synovus Financial’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
Q3 		– Sell
-735
Closed -$18K – 1195
2020
Q2 		$18K Buy
735
+330
+81% +$7.49K ﹤0.01% 1120
2020
Q1 		$8K Buy
405
+170
+72% +$4.58K ﹤0.01% 1644
2019
Q4 		$7K Buy
235
+120
+104% +$3.58K ﹤0.01% 1267
2019
Q3 		$3K Hold
115
– – ﹤0.01% 1358
2019
Q2 		$3K Hold
115
– – ﹤0.01% 1295
2019
Q1 		$3K Buy
+115
New +$3.05K ﹤0.01% 1308

Other funds holding NUMV

TF
TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
WI
WrapManager Inc Mill Valley, California $320M AUM 21.35% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $59.5B AUM 35.96% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
FT
Fiduciary Trust Boston, Massachusetts $9.19B AUM 25.65% 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
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
BWM
Baystate Wealth Management Boston, Massachusetts $1.36B AUM 15.87% 1-Year Est. Return

Synovus Financial's NUMV Position: Q3 2020 in Review

Synovus Financial sold out of Nuveen ESG Mid-Cap Value ETF (NUMV) in Q3 2020, closing a stake of 735 shares — an estimated $18K sold.

Synovus Financial first reported a position in NUMV in Q1 2019 and held it in 6 quarters. The position peaked at $18K in Q2 2020. 39 funds tracked by Wall St. Rank hold NUMV as of Q3 2020.

  • Synovus Financial reported no remaining Nuveen ESG Mid-Cap Value ETF position as of Q3 2020 after selling out during the quarter.
  • Synovus Financial sold 735 Nuveen ESG Mid-Cap Value ETF shares in Q3 2020, an estimated $18K.
  • Synovus Financial first reported a position in Nuveen ESG Mid-Cap Value ETF in Q1 2019 and held it in 6 quarters.
  • Synovus Financial's Nuveen ESG Mid-Cap Value ETF position peaked at $18K in Q2 2020.
  • 39 funds tracked by Wall St. Rank held Nuveen ESG Mid-Cap Value ETF as of Q3 2020.

Based on Synovus Financial's 13F filing for Q3 2020, filed 9 Nov 2020.