Northwestern Mutual Wealth Management
CCA

Northwestern Mutual Wealth Management’s MFS California Municipal Fund CCA Stock Holding History

Northwestern Mutual Wealth Management’s Portfolio CCA Stock Details CCA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q3 		– Sell
-100
Closed -$1K – 2731
2018
Q2 		$1K Buy
+100
New +$1.04K ﹤0.01% 2320

Other funds holding CCA

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MC
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RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return
WAM
Wolverine Asset Management Chicago, Illinois $10.4B AUM 4.78% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LCM
Landscape Capital Management Englewood, New Jersey $1.58B AUM 26.88% 1-Year Est. Return
CRC
Curi RMB Capital Chicago, Illinois $5.62B AUM 18.93% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Northwestern Mutual Wealth Management's CCA Position: Q3 2018 in Review

Northwestern Mutual Wealth Management sold out of MFS California Municipal Fund (CCA) in Q3 2018, closing a stake of 100 shares — an estimated $1K sold.

Northwestern Mutual Wealth Management first reported a position in CCA in Q2 2018 and held it in 1 quarter. The position peaked at $1K in Q2 2018. 13 funds tracked by Wall St. Rank hold CCA as of Q3 2018.

  • Northwestern Mutual Wealth Management reported no remaining MFS California Municipal Fund position as of Q3 2018 after selling out during the quarter.
  • Northwestern Mutual Wealth Management sold 100 MFS California Municipal Fund shares in Q3 2018, an estimated $1K.
  • Northwestern Mutual Wealth Management first reported a position in MFS California Municipal Fund in Q2 2018 and held it in 1 quarter.
  • Northwestern Mutual Wealth Management's MFS California Municipal Fund position peaked at $1K in Q2 2018.
  • 13 funds tracked by Wall St. Rank held MFS California Municipal Fund as of Q3 2018.

Based on Northwestern Mutual Wealth Management's 13F filing for Q3 2018, filed 1 Nov 2018.