Northwestern Mutual Wealth Management’s Babcock & Wilcox BW Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q3	–	Sell	-7	Closed	-$41	–	3309
2023 Q2	$41	Buy	+7	New	+$41	﹤0.01%	3292
2023 Q1	–	Sell	-1	Closed	-$6	–	3376
2022 Q4	$6	Hold	1	–	–	﹤0.01%	3300
2022 Q3	$0	Hold	1	–	–	﹤0.01%	3132
2022 Q2	$0	Hold	1	–	–	﹤0.01%	3191
2022 Q1	$0	Hold	1	–	–	﹤0.01%	3120
2021 Q4	$0	Hold	1	–	–	﹤0.01%	3140
2021 Q3	$0	Hold	1	–	–	﹤0.01%	3021
2021 Q2	$0	Hold	1	–	–	﹤0.01%	3009
2021 Q1	$0	Buy	+1	New	+$6	﹤0.01%	2779
2018 Q4	–	Hold	0	–	–	–	2400
2018 Q3	–	Hold	0	–	–	–	2472
2016 Q3	–	Sell	-30	Closed	-$4K	–	360
2016 Q2	$4K	Buy	+30	New	+$6.4K	﹤0.01%	1634
2015 Q4	–	Sell	-2	Closed	–	–	1598
2015 Q3	$0	Buy	+2	New	+$369	﹤0.01%	1675

Other funds holding BW

BRF

B. Riley Financial Los Angeles, California $456M AUM 896.07% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

VCG

Vantage Consulting Group Virginia Beach, Virginia $19.7M AUM 280.87% 1-Year Est. Return

Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return

Emerald Advisers Leola, Pennsylvania $3.16B AUM 109.58% 1-Year Est. Return

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

EMFAT

Emerald Mutual Fund Advisers Trust Leola, Pennsylvania $2.06B AUM 106.87% 1-Year Est. Return

Northwestern Mutual Wealth Management's BW Position: Q3 2023 in Review

Northwestern Mutual Wealth Management sold out of Babcock & Wilcox (BW) in Q3 2023, closing a stake of 7 shares — an estimated $41 sold.

Northwestern Mutual Wealth Management first reported a position in BW in Q3 2015 and held it in 11 quarters. The position peaked at $4K in Q2 2016. 136 funds tracked by Wall St. Rank hold BW as of Q3 2023.

Northwestern Mutual Wealth Management reported no remaining Babcock & Wilcox position as of Q3 2023 after selling out during the quarter.
Northwestern Mutual Wealth Management sold 7 Babcock & Wilcox shares in Q3 2023, an estimated $41.
Northwestern Mutual Wealth Management first reported a position in Babcock & Wilcox in Q3 2015 and held it in 11 quarters.
Northwestern Mutual Wealth Management's Babcock & Wilcox position peaked at $4K in Q2 2016.
136 funds tracked by Wall St. Rank held Babcock & Wilcox as of Q3 2023.

Based on Northwestern Mutual Wealth Management's 13F filing for Q3 2023, filed 14 Nov 2023.