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Watson Rebecca’s Nuveen ESG Mid-Cap Growth ETF NUMG Stock Holding History

Watson Rebecca’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
Q3 		$359K Buy
8,497
+3,231
+61% +$135K 0.21% 55
2020
Q2 		$205K Buy
+5,266
New +$186K 0.12% 74

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 $530B AUM 22.01% 1-Year Est. Return
WI
WrapManager Inc Mill Valley, California $288M AUM 16.3% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
WT
Whittier Trust South Pasadena, California $10.2B AUM 33.39% 1-Year Est. Return
CTC
Central Trust Company Jefferson City, Missouri $5.08B AUM 25.65% 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 $147B AUM 18.73% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Watson Rebecca's NUMG Position: Q3 2020 in Review

Watson Rebecca increased its Nuveen ESG Mid-Cap Growth ETF (NUMG) stake by 61% in Q3 2020, buying an estimated $135K and bringing the position to 8,497 shares worth $359K. The position accounts for 0.21% of the portfolio, ranked #55.

Watson Rebecca first reported a position in NUMG in Q2 2020 and has held it in 2 quarters since. 57 funds tracked by Wall St. Rank hold NUMG as of Q3 2020.

  • Watson Rebecca held 8,497 shares of Nuveen ESG Mid-Cap Growth ETF worth $359K as of Q3 2020.
  • Watson Rebecca bought 3,231 Nuveen ESG Mid-Cap Growth ETF shares in Q3 2020, an estimated $135K.
  • Nuveen ESG Mid-Cap Growth ETF made up 0.21% of Watson Rebecca's portfolio in Q3 2020, its #55 holding.
  • Watson Rebecca first reported a position in Nuveen ESG Mid-Cap Growth ETF in Q2 2020 and has held it in 2 quarters since.
  • 57 funds tracked by Wall St. Rank held Nuveen ESG Mid-Cap Growth ETF as of Q3 2020.

Based on Watson Rebecca's 13F filing for Q3 2020, filed 22 Oct 2020.