Winslow Evans & Crocker’s Nuveen ESG US Aggregate Bond ETF NUBD Stock Holding History

Winslow Evans & Crocker’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
2020 Q4	$19K	Buy	+700	New	+$18.8K	﹤0.01%	805

Other funds holding NUBD

Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

MWM

Mission Wealth Management Santa Barbara, California $4.86B AUM 22.78% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

WCFA

Walkner Condon Financial Advisors Madison, Wisconsin $759M AUM 18.75% 1-Year Est. Return

COCM

Charter Oak Capital Management Portsmouth, New Hampshire $1.29B AUM 13.93% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Colony Group Boston, Massachusetts $6.66B AUM 18.65% 1-Year Est. Return

LGWM

Litman Gregory Wealth Management Larkspur, California $1.37B AUM 16.95% 1-Year Est. Return

Winslow Evans & Crocker's NUBD Position: Q4 2020 in Review

Winslow Evans & Crocker opened a new position in Nuveen ESG US Aggregate Bond ETF (NUBD) in Q4 2020: 700 shares worth $19K. The stake represents ﹤0.01% of the portfolio and ranks #805 among its holdings.

52 funds tracked by Wall St. Rank hold NUBD as of Q4 2020.

Winslow Evans & Crocker held 700 shares of Nuveen ESG US Aggregate Bond ETF worth $19K as of Q4 2020.
Nuveen ESG US Aggregate Bond ETF was a new Winslow Evans & Crocker position in Q4 2020.
Nuveen ESG US Aggregate Bond ETF made up ﹤0.01% of Winslow Evans & Crocker's portfolio in Q4 2020, its #805 holding.
52 funds tracked by Wall St. Rank held Nuveen ESG US Aggregate Bond ETF as of Q4 2020.

Based on Winslow Evans & Crocker's 13F filing for Q4 2020, filed 3 Feb 2021.