Northwestern Mutual Wealth Management’s AGF US Market Neutral Anti-Beta Fund BTAL Stock Holding History

Northwestern Mutual Wealth Management’s Portfolio BTAL Stock Details BTAL Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q2	–	Sell	-414	Closed	-$11K	–	2409
2020 Q1	$11K	Buy	+414	New	+$9.85K	﹤0.01%	1872

Other funds holding BTAL

FDCDDQ

Federation des caisses Desjardins du Quebec Levis, Quebec, Canada $27.8B AUM 31.66% 1-Year Est. Return

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

OCPWS

One Charles Private Wealth Services Hingham, Massachusetts $434M AUM 22.37% 1-Year Est. Return

FAAS

First Allied Advisory Services San Diego, California $2.98B AUM 15.89% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

SAG

Spotlight Asset Group Oakbrook Terrace, Illinois $143M AUM 20.66% 1-Year Est. Return

CIBC World Market Toronto, Ontario, Canada $61.3B AUM 39.33% 1-Year Est. Return

APA

American Portfolios Advisors Holbrook, New York $2.36B AUM 14.59% 1-Year Est. Return

Scotia Capital Toronto, Ontario, Canada $24.3B AUM 29.21% 1-Year Est. Return

KWM

Kingsview Wealth Management Grants Pass, Oregon $7.33B AUM 16.07% 1-Year Est. Return

Northwestern Mutual Wealth Management's BTAL Position: Q2 2020 in Review

Northwestern Mutual Wealth Management sold out of AGF US Market Neutral Anti-Beta Fund (BTAL) in Q2 2020, closing a stake of 414 shares — an estimated $11K sold.

Northwestern Mutual Wealth Management first reported a position in BTAL in Q1 2020 and held it in 1 quarter. The position peaked at $11K in Q1 2020. 40 funds tracked by Wall St. Rank hold BTAL as of Q2 2020.

Northwestern Mutual Wealth Management reported no remaining AGF US Market Neutral Anti-Beta Fund position as of Q2 2020 after selling out during the quarter.
Northwestern Mutual Wealth Management sold 414 AGF US Market Neutral Anti-Beta Fund shares in Q2 2020, an estimated $11K.
Northwestern Mutual Wealth Management first reported a position in AGF US Market Neutral Anti-Beta Fund in Q1 2020 and held it in 1 quarter.
Northwestern Mutual Wealth Management's AGF US Market Neutral Anti-Beta Fund position peaked at $11K in Q1 2020.
40 funds tracked by Wall St. Rank held AGF US Market Neutral Anti-Beta Fund as of Q2 2020.

Based on Northwestern Mutual Wealth Management's 13F filing for Q2 2020, filed 14 Aug 2020.