Northwestern Mutual Wealth Management
BSE

Northwestern Mutual Wealth Management’s BLACKROCK NEW YORK MUNICIPAL INCOME QUALITY TRUST BSE Stock Holding History

Northwestern Mutual Wealth Management’s Portfolio BSE Stock Details BSE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q1 		– Sell
-2,250
Closed -$31K – 2882
2019
Q4 		$31K Hold
2,250
– – ﹤0.01% 1614
2019
Q3 		$31K Buy
+2,250
New +$30.6K ﹤0.01% 1579
2018
Q3 		– Sell
-230
Closed -$3K – 2789
2018
Q2 		$3K Buy
+230
New +$2.85K ﹤0.01% 2148

Other funds holding BSE

RCM
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KIM
Karpus Investment Management Pittsford, New York $3.48B AUM 10.49% 1-Year Est. Return
SIA
Sit Investment Associates Minneapolis, Minnesota $5.28B AUM 14.42% 1-Year Est. Return
SCM
Saba Capital Management New York $3.9B AUM 12.9% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return
FWM
Focused Wealth Management Newburgh, New York $1.15B AUM 24.81% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Northwestern Mutual Wealth Management's BSE Position: Q1 2020 in Review

Northwestern Mutual Wealth Management sold out of BLACKROCK NEW YORK MUNICIPAL INCOME QUALITY TRUST (BSE) in Q1 2020, closing a stake of 2,250 shares — an estimated $31K sold.

Northwestern Mutual Wealth Management first reported a position in BSE in Q2 2018 and held it in 3 quarters. The position peaked at $31K in Q4 2019. 21 funds tracked by Wall St. Rank hold BSE as of Q1 2020.

  • Northwestern Mutual Wealth Management reported no remaining BLACKROCK NEW YORK MUNICIPAL INCOME QUALITY TRUST position as of Q1 2020 after selling out during the quarter.
  • Northwestern Mutual Wealth Management sold 2,250 BLACKROCK NEW YORK MUNICIPAL INCOME QUALITY TRUST shares in Q1 2020, an estimated $31K.
  • Northwestern Mutual Wealth Management first reported a position in BLACKROCK NEW YORK MUNICIPAL INCOME QUALITY TRUST in Q2 2018 and held it in 3 quarters.
  • Northwestern Mutual Wealth Management's BLACKROCK NEW YORK MUNICIPAL INCOME QUALITY TRUST position peaked at $31K in Q4 2019.
  • 21 funds tracked by Wall St. Rank held BLACKROCK NEW YORK MUNICIPAL INCOME QUALITY TRUST as of Q1 2020.

Based on Northwestern Mutual Wealth Management's 13F filing for Q1 2020, filed 8 May 2020.