Northwestern Mutual Wealth Management
EQS icon

Northwestern Mutual Wealth Management’s Equus Total Return EQS Stock Holding History

Northwestern Mutual Wealth Management’s Portfolio EQS Stock Details EQS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q1 		– Sell
-1
Closed – – 2110
2016
Q4 		$0 Buy
+1
New +$2 ﹤0.01% 2358

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LCM
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Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
AA
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TJHA
Thomas J. Herzfeld Advisors Miami Beach, Florida $294M AUM 2.62% 1-Year Est. Return
BFM
Boothbay Fund Management New York $7.71B AUM 106.31% 1-Year Est. Return
BBPWM
Blue Bell Private Wealth Management Blue Bell, Pennsylvania $696M AUM 17.73% 1-Year Est. Return
KAM
Kazazian Asset Management Fort Lauderdale, Florida $91.5M AUM 35.36% 1-Year Est. Return
SRC
Shufro Rose & Co New York $1.47B AUM 19.38% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Northwestern Mutual Wealth Management's EQS Position: Q1 2017 in Review

Northwestern Mutual Wealth Management sold out of Equus Total Return (EQS) in Q1 2017, closing a stake of 1 share.

Northwestern Mutual Wealth Management first reported a position in EQS in Q4 2016 and held it in 1 quarter. The position peaked at $0 in Q4 2016. 15 funds tracked by Wall St. Rank hold EQS as of Q1 2017.

  • Northwestern Mutual Wealth Management reported no remaining Equus Total Return position as of Q1 2017 after selling out during the quarter.
  • Northwestern Mutual Wealth Management sold 1 Equus Total Return share in Q1 2017.
  • Northwestern Mutual Wealth Management first reported a position in Equus Total Return in Q4 2016 and held it in 1 quarter.
  • Northwestern Mutual Wealth Management's Equus Total Return position peaked at $0 in Q4 2016.
  • 15 funds tracked by Wall St. Rank held Equus Total Return as of Q1 2017.

Based on Northwestern Mutual Wealth Management's 13F filing for Q1 2017, filed 9 May 2017.