Northwestern Mutual Wealth Management
CBF

Northwestern Mutual Wealth Management’s Capital Bank Financial Corp. Class A Common Stock CBF Stock Holding History

Northwestern Mutual Wealth Management’s Portfolio CBF Stock Details CBF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q4 		– Sell
-7
Closed – – 1877
2014
Q3 		$0 Buy
+7
New +$167 ﹤0.01% 1515

Other funds holding CBF

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NIMC
NWQ Investment Management Company Los Angeles, California $2.22B AUM 6.84% 1-Year Est. Return
VNIM
Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
IL
Investure LLC Charlottesville, Virginia $2.04B AUM 15.91% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
PCM
Penn Capital Management Philadelphia, Pennsylvania $1.29B AUM 53.44% 1-Year Est. Return
OHA
Oak Hill Advisors New York $878M AUM 106.46% 1-Year Est. Return

Northwestern Mutual Wealth Management's CBF Position: Q4 2014 in Review

Northwestern Mutual Wealth Management sold out of Capital Bank Financial Corp. Class A Common Stock (CBF) in Q4 2014, closing a stake of 7 shares.

Northwestern Mutual Wealth Management first reported a position in CBF in Q3 2014 and held it in 1 quarter. The position peaked at $0 in Q3 2014. 97 funds tracked by Wall St. Rank hold CBF as of Q4 2014.

  • Northwestern Mutual Wealth Management reported no remaining Capital Bank Financial Corp. Class A Common Stock position as of Q4 2014 after selling out during the quarter.
  • Northwestern Mutual Wealth Management sold 7 Capital Bank Financial Corp. Class A Common Stock shares in Q4 2014.
  • Northwestern Mutual Wealth Management first reported a position in Capital Bank Financial Corp. Class A Common Stock in Q3 2014 and held it in 1 quarter.
  • Northwestern Mutual Wealth Management's Capital Bank Financial Corp. Class A Common Stock position peaked at $0 in Q3 2014.
  • 97 funds tracked by Wall St. Rank held Capital Bank Financial Corp. Class A Common Stock as of Q4 2014.

Based on Northwestern Mutual Wealth Management's 13F filing for Q4 2014, filed 13 Feb 2015.