Northwestern Mutual Wealth Management
COFS icon

Northwestern Mutual Wealth Management’s Choiceone Financial COFS Stock Holding History

Northwestern Mutual Wealth Management’s Portfolio COFS Stock Details COFS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q2 		– Sell
-686
Closed -$16K – 3027
2021
Q1 		$16K Hold
686
– – ﹤0.01% 2139
2020
Q4 		$21K Buy
+686
New +$20.6K ﹤0.01% 1937

Other funds holding COFS

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
JAM
Jacobs Asset Management New York $167M AUM 22.68% 1-Year Est. Return
SWM
Shakespeare Wealth Management Pewaukee, Wisconsin $378M AUM 20.34% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
CCM
Cutler Capital Management Worcester, Massachusetts $370M AUM 15.34% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
MI
M3F Inc Salt Lake City, Utah $404M AUM 17.61% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return

Northwestern Mutual Wealth Management's COFS Position: Q2 2021 in Review

Northwestern Mutual Wealth Management sold out of Choiceone Financial (COFS) in Q2 2021, closing a stake of 686 shares — an estimated $16K sold.

Northwestern Mutual Wealth Management first reported a position in COFS in Q4 2020 and held it in 2 quarters. The position peaked at $21K in Q4 2020. 35 funds tracked by Wall St. Rank hold COFS as of Q2 2021.

  • Northwestern Mutual Wealth Management reported no remaining Choiceone Financial position as of Q2 2021 after selling out during the quarter.
  • Northwestern Mutual Wealth Management sold 686 Choiceone Financial shares in Q2 2021, an estimated $16K.
  • Northwestern Mutual Wealth Management first reported a position in Choiceone Financial in Q4 2020 and held it in 2 quarters.
  • Northwestern Mutual Wealth Management's Choiceone Financial position peaked at $21K in Q4 2020.
  • 35 funds tracked by Wall St. Rank held Choiceone Financial as of Q2 2021.

Based on Northwestern Mutual Wealth Management's 13F filing for Q2 2021, filed 13 Aug 2021.