Northwestern Mutual Wealth Management
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Northwestern Mutual Wealth Management’s Citizens CIA Stock Holding History

Northwestern Mutual Wealth Management’s Portfolio CIA Stock Details CIA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q3 		– Sell
-1,092
Closed -$9K – 2480
2018
Q2 		$9K Buy
+1,092
New +$8.41K ﹤0.01% 1859

Other funds holding CIA

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
BCM
Bridgeway Capital Management Houston, Texas $4.97B AUM 44.96% 1-Year Est. Return

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

Northwestern Mutual Wealth Management sold out of Citizens (CIA) in Q3 2018, closing a stake of 1,092 shares — an estimated $9K sold.

Northwestern Mutual Wealth Management first reported a position in CIA in Q2 2018 and held it in 1 quarter. The position peaked at $9K in Q2 2018. 56 funds tracked by Wall St. Rank hold CIA as of Q3 2018.

  • Northwestern Mutual Wealth Management reported no remaining Citizens position as of Q3 2018 after selling out during the quarter.
  • Northwestern Mutual Wealth Management sold 1,092 Citizens shares in Q3 2018, an estimated $9K.
  • Northwestern Mutual Wealth Management first reported a position in Citizens in Q2 2018 and held it in 1 quarter.
  • Northwestern Mutual Wealth Management's Citizens position peaked at $9K in Q2 2018.
  • 56 funds tracked by Wall St. Rank held Citizens as of Q3 2018.

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