Northwestern Mutual Wealth Management
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Northwestern Mutual Wealth Management’s Climb Global Solutions CLMB Stock Holding History

Northwestern Mutual Wealth Management’s Portfolio CLMB Stock Details CLMB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q3 		– Sell
-3,920
Closed -$19K – 2157
2017
Q2 		$19K Buy
+3,920
New +$19.3K ﹤0.01% 1407

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Dimensional Fund Advisors
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GC
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Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
PGFC
Peapack-Gladstone Financial Corp Bedminster, New Jersey $7.82B AUM 21.06% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
BCM
Bridgeway Capital Management Houston, Texas $4.97B AUM 44.96% 1-Year Est. Return

Northwestern Mutual Wealth Management's CLMB Position: Q3 2017 in Review

Northwestern Mutual Wealth Management sold out of Climb Global Solutions (CLMB) in Q3 2017, closing a stake of 3,920 shares — an estimated $19K sold.

Northwestern Mutual Wealth Management first reported a position in CLMB in Q2 2017 and held it in 1 quarter. The position peaked at $19K in Q2 2017. 27 funds tracked by Wall St. Rank hold CLMB as of Q3 2017.

  • Northwestern Mutual Wealth Management reported no remaining Climb Global Solutions position as of Q3 2017 after selling out during the quarter.
  • Northwestern Mutual Wealth Management sold 3,920 Climb Global Solutions shares in Q3 2017, an estimated $19K.
  • Northwestern Mutual Wealth Management first reported a position in Climb Global Solutions in Q2 2017 and held it in 1 quarter.
  • Northwestern Mutual Wealth Management's Climb Global Solutions position peaked at $19K in Q2 2017.
  • 27 funds tracked by Wall St. Rank held Climb Global Solutions as of Q3 2017.

Based on Northwestern Mutual Wealth Management's 13F filing for Q3 2017, filed 7 Nov 2017.