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WealthSource Partners’s Nuveen Core Plus Impact Fund NPCT Stock Holding History

WealthSource Partners’s Portfolio NPCT Stock Details NPCT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		– Sell
-10,993
Closed -$110K – 506
2023
Q2 		$110K Buy
+10,993
New +$111K 0.01% 481

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1CP
1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 1-Year Est. Return
AC
Almitas Capital Santa Monica, California $443M AUM 42.36% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return
SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

WealthSource Partners's NPCT Position: Q3 2023 in Review

WealthSource Partners sold out of Nuveen Core Plus Impact Fund (NPCT) in Q3 2023, closing a stake of 10,993 shares — an estimated $110K sold.

WealthSource Partners first reported a position in NPCT in Q2 2023 and held it in 1 quarter. The position peaked at $110K in Q2 2023. 43 funds tracked by Wall St. Rank hold NPCT as of Q3 2023.

  • WealthSource Partners reported no remaining Nuveen Core Plus Impact Fund position as of Q3 2023 after selling out during the quarter.
  • WealthSource Partners sold 10,993 Nuveen Core Plus Impact Fund shares in Q3 2023, an estimated $110K.
  • WealthSource Partners first reported a position in Nuveen Core Plus Impact Fund in Q2 2023 and held it in 1 quarter.
  • WealthSource Partners's Nuveen Core Plus Impact Fund position peaked at $110K in Q2 2023.
  • 43 funds tracked by Wall St. Rank held Nuveen Core Plus Impact Fund as of Q3 2023.

Based on WealthSource Partners's 13F filing for Q3 2023, filed 13 Nov 2023.