NMLIC
HSA

Northwestern Mutual Life Insurance Company’s HELIOS STRATEGIC INCOME FD, INC HSA Stock Holding History

Northwestern Mutual Life Insurance Company’s Portfolio HSA Stock Details HSA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2013
Q3 		– Sell
-107
Closed -$1K – 103
2013
Q2 		$1K Buy
+107
New +$686 ﹤0.01% 69

Other funds holding HSA

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RCM
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SIA
Sit Investment Associates Minneapolis, Minnesota $5.28B AUM 14.42% 1-Year Est. Return
DA
Doliver Advisors Houston, Texas $442M AUM 34.09% 1-Year Est. Return
HK
Horizon Kinetics New York $3.06B AUM 5.37% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
BRWA
B. Riley Wealth Advisors Boca Raton, Florida $1.87B AUM 37.01% 1-Year Est. Return
U
UBS Zurich, Switzerland $136B AUM 16.35% 1-Year Est. Return
SNC
Stifel Nicolaus & Co St Louis, Missouri $6.04B AUM
ACP
Aviance Capital Partners Naples, Florida $963M AUM 32.56% 1-Year Est. Return

Northwestern Mutual Life Insurance Company's HSA Position: Q3 2013 in Review

Northwestern Mutual Life Insurance Company sold out of HELIOS STRATEGIC INCOME FD, INC (HSA) in Q3 2013, closing a stake of 107 shares — an estimated $1K sold.

Northwestern Mutual Life Insurance Company first reported a position in HSA in Q2 2013 and held it in 1 quarter. The position peaked at $1K in Q2 2013. 21 funds tracked by Wall St. Rank hold HSA as of Q3 2013.

  • Northwestern Mutual Life Insurance Company reported no remaining HELIOS STRATEGIC INCOME FD, INC position as of Q3 2013 after selling out during the quarter.
  • Northwestern Mutual Life Insurance Company sold 107 HELIOS STRATEGIC INCOME FD, INC shares in Q3 2013, an estimated $1K.
  • Northwestern Mutual Life Insurance Company first reported a position in HELIOS STRATEGIC INCOME FD, INC in Q2 2013 and held it in 1 quarter.
  • Northwestern Mutual Life Insurance Company's HELIOS STRATEGIC INCOME FD, INC position peaked at $1K in Q2 2013.
  • 21 funds tracked by Wall St. Rank held HELIOS STRATEGIC INCOME FD, INC as of Q3 2013.

Based on Northwestern Mutual Life Insurance Company's 13F filing for Q3 2013, filed 14 Nov 2013.