Northwestern Mutual Wealth Management’s ClearBridge American Energy MLP CBA Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2018
Q1
Sell
-618
Closed -$5K 2582
2017
Q4
$5K Sell
618
-4,828
-89% -$38.6K ﹤0.01% 1957
2017
Q3
$47K Buy
+5,446
New +$46.8K ﹤0.01% 1151
2016
Q3
Sell
-1,250
Closed -$11K 2091
2016
Q2
$11K Buy
+1,250
New +$9.98K ﹤0.01% 1358

Other funds holding CBA

Northwestern Mutual Wealth Management's CBA Position: Q1 2018 in Review

Northwestern Mutual Wealth Management sold out of ClearBridge American Energy MLP (CBA) in Q1 2018, closing a stake of 618 shares — an estimated $5K sold.

Northwestern Mutual Wealth Management first reported a position in CBA in Q2 2016 and held it in 3 quarters. The position peaked at $47K in Q3 2017. 43 funds tracked by Wall St. Rank hold CBA as of Q1 2018.

  • Northwestern Mutual Wealth Management reported no remaining ClearBridge American Energy MLP position as of Q1 2018 after selling out during the quarter.
  • Northwestern Mutual Wealth Management sold 618 ClearBridge American Energy MLP shares in Q1 2018, an estimated $5K.
  • Northwestern Mutual Wealth Management first reported a position in ClearBridge American Energy MLP in Q2 2016 and held it in 3 quarters.
  • Northwestern Mutual Wealth Management's ClearBridge American Energy MLP position peaked at $47K in Q3 2017.
  • 43 funds tracked by Wall St. Rank held ClearBridge American Energy MLP as of Q1 2018.

Based on Northwestern Mutual Wealth Management's 13F filing for Q1 2018, filed 14 May 2018.