TF
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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
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
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
SA
Stewardship Advisors Mount Joy, Pennsylvania $481M AUM 18.41% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
RWP
RWA Wealth Partners Newton, Massachusetts $10.4B AUM 21.69% 1-Year Est. Return
WT
Whittier Trust South Pasadena, California $10.2B AUM 33.39% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
FT
Fiduciary Trust Boston, Massachusetts $9.19B AUM 25.65% 1-Year Est. Return

Tompkins Financial's NUMG Position: Q1 2020 in Review

Tompkins Financial sold out of Nuveen ESG Mid-Cap Growth ETF (NUMG) in Q1 2020, closing a stake of 7,204 shares — an estimated $254K sold.

Tompkins Financial first reported a position in NUMG in Q4 2019 and held it in 1 quarter. The position peaked at $254K in Q4 2019. 45 funds tracked by Wall St. Rank hold NUMG as of Q1 2020.

  • Tompkins Financial reported no remaining Nuveen ESG Mid-Cap Growth ETF position as of Q1 2020 after selling out during the quarter.
  • Tompkins Financial sold 7,204 Nuveen ESG Mid-Cap Growth ETF shares in Q1 2020, an estimated $254K.
  • Tompkins Financial first reported a position in Nuveen ESG Mid-Cap Growth ETF in Q4 2019 and held it in 1 quarter.
  • Tompkins Financial's Nuveen ESG Mid-Cap Growth ETF position peaked at $254K in Q4 2019.
  • 45 funds tracked by Wall St. Rank held Nuveen ESG Mid-Cap Growth ETF as of Q1 2020.

Based on Tompkins Financial's 13F filing for Q1 2020, filed 22 Apr 2020.