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WealthTrust Fairport’s Nuveen ESG Small-Cap ETF NUSC Stock Holding History

WealthTrust Fairport’s Portfolio NUSC Stock Details NUSC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q1 		$35K Buy
1,223
+349
+40% +$9.72K ﹤0.01% 258
2018
Q4 		$22K Buy
+874
New +$24.7K ﹤0.01% 272

Other funds holding NUSC

N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
BWP
BSW Wealth Partners Boulder, Colorado $899M AUM 28.56% 1-Year Est. Return
MWM
Mission Wealth Management Santa Barbara, California $8.18B AUM 28.28% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
SWM
SVA Wealth Management Madison, Wisconsin $1.15B AUM 22.3% 1-Year Est. Return
CJA
C-J Advisory San Jose, California $189M AUM 23.84% 1-Year Est. Return

WealthTrust Fairport's NUSC Position: Q1 2019 in Review

WealthTrust Fairport increased its Nuveen ESG Small-Cap ETF (NUSC) stake by 40% in Q1 2019, buying an estimated $9.72K and bringing the position to 1,223 shares worth $35K. The position accounts for ﹤0.01% of the portfolio, ranked #258.

WealthTrust Fairport first reported a position in NUSC in Q4 2018 and has held it in 2 quarters since. 54 funds tracked by Wall St. Rank hold NUSC as of Q1 2019.

  • WealthTrust Fairport held 1,223 shares of Nuveen ESG Small-Cap ETF worth $35K as of Q1 2019.
  • WealthTrust Fairport bought 349 Nuveen ESG Small-Cap ETF shares in Q1 2019, an estimated $9.72K.
  • Nuveen ESG Small-Cap ETF made up ﹤0.01% of WealthTrust Fairport's portfolio in Q1 2019, its #258 holding.
  • WealthTrust Fairport first reported a position in Nuveen ESG Small-Cap ETF in Q4 2018 and has held it in 2 quarters since.
  • 54 funds tracked by Wall St. Rank held Nuveen ESG Small-Cap ETF as of Q1 2019.

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