Northwestern Mutual Wealth Management
BDCL

Northwestern Mutual Wealth Management’s 2Leveraged Long ETRACS Linked to the Wells Fargo Business Dev BDCL Stock Holding History

Northwestern Mutual Wealth Management’s Portfolio BDCL Stock Details BDCL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q4 		– Sell
-13,500
Closed -$198K – 2741
2019
Q3 		$198K Hold
13,500
– – ﹤0.01% 900
2019
Q2 		$194K Buy
+13,500
New +$192K ﹤0.01% 897
2019
Q1 		– Sell
-3,500
Closed -$40K – 2766
2018
Q4 		$40K Buy
+3,500
New +$48.4K ﹤0.01% 1339

Other funds holding BDCL

CC
Claybrook Capital Wellesley, Massachusetts $175M AUM 10.74% 1-Year Est. Return
HIS
Harvest Investment Services Oakbrook Terrace, Illinois $647M AUM 89.3% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
SAM
Selway Asset Management $242M AUM 7.7% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return
DZ Bank
DZ Bank Frankfurt Am Main, Germany $130B AUM 46.38% 1-Year Est. Return
WHG
Westwood Holdings Group Dallas, Texas $13.3B AUM 29.38% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
MCM
McMillion Capital Management Greensboro, North Carolina $112M AUM 22.02% 1-Year Est. Return

Northwestern Mutual Wealth Management's BDCL Position: Q4 2019 in Review

Northwestern Mutual Wealth Management sold out of 2Leveraged Long ETRACS Linked to the Wells Fargo Business Dev (BDCL) in Q4 2019, closing a stake of 13,500 shares — an estimated $198K sold.

Northwestern Mutual Wealth Management first reported a position in BDCL in Q4 2018 and held it in 3 quarters. The position peaked at $198K in Q3 2019. 13 funds tracked by Wall St. Rank hold BDCL as of Q4 2019.

  • Northwestern Mutual Wealth Management reported no remaining 2Leveraged Long ETRACS Linked to the Wells Fargo Business Dev position as of Q4 2019 after selling out during the quarter.
  • Northwestern Mutual Wealth Management sold 13,500 2Leveraged Long ETRACS Linked to the Wells Fargo Business Dev shares in Q4 2019, an estimated $198K.
  • Northwestern Mutual Wealth Management first reported a position in 2Leveraged Long ETRACS Linked to the Wells Fargo Business Dev in Q4 2018 and held it in 3 quarters.
  • Northwestern Mutual Wealth Management's 2Leveraged Long ETRACS Linked to the Wells Fargo Business Dev position peaked at $198K in Q3 2019.
  • 13 funds tracked by Wall St. Rank held 2Leveraged Long ETRACS Linked to the Wells Fargo Business Dev as of Q4 2019.

Based on Northwestern Mutual Wealth Management's 13F filing for Q4 2019, filed 13 Feb 2020.