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TF
Tompkins Financial’s
Nuveen ESG Mid-Cap Growth ETF
NUMG
Stock Holding History
Tompkins Financial’s Portfolio
NUMG Stock Details
NUMG Fund Activity
Bought
Maintained
Sold
Shares
Quarter
Market Value
Status
Shares
Change in
Stake
Trade Value
Portfolio Weight
Portfolio Position
2020
Q1
–
Sell
-7,204
Closed
-$254K
–
438
2019
Q4
$254K
Buy
+7,204
New
+$244K
0.05%
153
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
San Francisco, California
$530B AUM
22.01%
1-Year Est. Return
SA
Stewardship Advisors
Mount Joy, Pennsylvania
$435M AUM
13.65%
1-Year Est. Return
Creative Planning
Overland Park, Kansas
$147B AUM
18.73%
1-Year Est. Return
RWP
RWA Wealth Partners
Newton, Massachusetts
$9.14B AUM
16.57%
1-Year Est. Return
WT
Whittier Trust
South Pasadena, California
$8.86B AUM
28.01%
1-Year Est. Return
UBS Group
Zurich, Switzerland
$666B AUM
30.12%
1-Year Est. Return
LPL Financial
San Diego, California
$377B AUM
19.32%
1-Year Est. Return
FT
Fiduciary Trust
Boston, Massachusetts
$8.46B AUM
21.38%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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