Northwestern Mutual Wealth Management
CRT

Northwestern Mutual Wealth Management’s Cross Timbers Royalty Trust CRT Stock Holding History

Northwestern Mutual Wealth Management’s Portfolio CRT Stock Details CRT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q1 		– Sell
-2
Closed – – 2550
2018
Q4 		$0 Buy
+2
New +$28 ﹤0.01% 2426
2015
Q4 		– Sell
-1,500
Closed -$23K – 1619
2015
Q3 		$23K Buy
+1,500
New +$22.5K ﹤0.01% 882

Other funds holding CRT

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
MAA
Mraz Amerine & Associates Modesto, California $697M AUM 19.37% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LTFS
Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
California Public Employees Retirement System
California Public Employees Retirement System Sacramento, California $162B AUM 25.78% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Northwestern Mutual Wealth Management's CRT Position: Q1 2019 in Review

Northwestern Mutual Wealth Management sold out of Cross Timbers Royalty Trust (CRT) in Q1 2019, closing a stake of 2 shares.

Northwestern Mutual Wealth Management first reported a position in CRT in Q3 2015 and held it in 2 quarters. The position peaked at $23K in Q3 2015. 21 funds tracked by Wall St. Rank hold CRT as of Q1 2019.

  • Northwestern Mutual Wealth Management reported no remaining Cross Timbers Royalty Trust position as of Q1 2019 after selling out during the quarter.
  • Northwestern Mutual Wealth Management sold 2 Cross Timbers Royalty Trust shares in Q1 2019.
  • Northwestern Mutual Wealth Management first reported a position in Cross Timbers Royalty Trust in Q3 2015 and held it in 2 quarters.
  • Northwestern Mutual Wealth Management's Cross Timbers Royalty Trust position peaked at $23K in Q3 2015.
  • 21 funds tracked by Wall St. Rank held Cross Timbers Royalty Trust as of Q1 2019.

Based on Northwestern Mutual Wealth Management's 13F filing for Q1 2019, filed 10 May 2019.