WF
NUBD icon

WealthTrust Fairport’s Nuveen ESG US Aggregate Bond ETF NUBD Stock Holding History

WealthTrust Fairport’s Portfolio NUBD Stock Details NUBD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q1 		$23K Buy
931
+319
+52% +$7.8K ﹤0.01% 288
2018
Q4 		$15K Buy
+612
New +$14.7K ﹤0.01% 298

Other funds holding NUBD

N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
BSWM
Boston Standard Wealth Management Winchester, Massachusetts $689M AUM 16.24% 1-Year Est. Return
CJA
C-J Advisory San Jose, California $189M AUM 23.84% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
UB
UMB Bank Kansas City, Missouri $7.16B AUM 20.88% 1-Year Est. Return

WealthTrust Fairport's NUBD Position: Q1 2019 in Review

WealthTrust Fairport increased its Nuveen ESG US Aggregate Bond ETF (NUBD) stake by 52% in Q1 2019, buying an estimated $7.8K and bringing the position to 931 shares worth $23K. The position accounts for ﹤0.01% of the portfolio, ranked #288.

WealthTrust Fairport first reported a position in NUBD in Q4 2018 and has held it in 2 quarters since. 30 funds tracked by Wall St. Rank hold NUBD as of Q1 2019.

  • WealthTrust Fairport held 931 shares of Nuveen ESG US Aggregate Bond ETF worth $23K as of Q1 2019.
  • WealthTrust Fairport bought 319 Nuveen ESG US Aggregate Bond ETF shares in Q1 2019, an estimated $7.8K.
  • Nuveen ESG US Aggregate Bond ETF made up ﹤0.01% of WealthTrust Fairport's portfolio in Q1 2019, its #288 holding.
  • WealthTrust Fairport first reported a position in Nuveen ESG US Aggregate Bond ETF in Q4 2018 and has held it in 2 quarters since.
  • 30 funds tracked by Wall St. Rank held Nuveen ESG US Aggregate Bond ETF as of Q1 2019.

Based on WealthTrust Fairport's 13F filing for Q1 2019, filed 15 May 2019.