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Whittier Trust’s Nuveen Core Plus Impact Fund NPCT Stock Holding History

Whittier Trust’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
2024
Q2 		– Sell
-15,000
Closed -$155K – 1571
2024
Q1 		$155K Buy
+15,000
New +$155K ﹤0.01% 702

Other funds holding NPCT

SCM
Saba Capital Management New York $3.62B AUM 13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
AC
Almitas Capital Santa Monica, California $443M AUM 42.36% 1-Year Est. Return
AW
Atlas Wealth Cincinnati, Ohio $334M AUM 11.57% 1-Year Est. Return
1CP
1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 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
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return

Whittier Trust's NPCT Position: Q2 2024 in Review

Whittier Trust sold out of Nuveen Core Plus Impact Fund (NPCT) in Q2 2024, closing a stake of 15,000 shares — an estimated $155K sold.

Whittier Trust first reported a position in NPCT in Q1 2024 and held it in 1 quarter. The position peaked at $155K in Q1 2024. 39 funds tracked by Wall St. Rank hold NPCT as of Q2 2024.

  • Whittier Trust reported no remaining Nuveen Core Plus Impact Fund position as of Q2 2024 after selling out during the quarter.
  • Whittier Trust sold 15,000 Nuveen Core Plus Impact Fund shares in Q2 2024, an estimated $155K.
  • Whittier Trust first reported a position in Nuveen Core Plus Impact Fund in Q1 2024 and held it in 1 quarter.
  • Whittier Trust's Nuveen Core Plus Impact Fund position peaked at $155K in Q1 2024.
  • 39 funds tracked by Wall St. Rank held Nuveen Core Plus Impact Fund as of Q2 2024.

Based on Whittier Trust's 13F filing for Q2 2024, filed 29 Jul 2024.