Northwestern Mutual Wealth Management
FMY

Northwestern Mutual Wealth Management’s First Trust Mortgage Income Fund FMY Stock Holding History

Northwestern Mutual Wealth Management’s Portfolio FMY Stock Details FMY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q3 		– Sell
-200
Closed -$3K – 2509
2018
Q2 		$3K Buy
+200
New +$2.7K ﹤0.01% 2091

Other funds holding FMY

SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
1CP
1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
TJHA
Thomas J. Herzfeld Advisors Miami Beach, Florida $294M AUM 2.62% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
DA
Doliver Advisors Houston, Texas $442M AUM 34.09% 1-Year Est. Return
FIMG
Financial & Investment Management Group Traverse City, Michigan $274M AUM 8.43% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

Northwestern Mutual Wealth Management sold out of First Trust Mortgage Income Fund (FMY) in Q3 2018, closing a stake of 200 shares — an estimated $3K sold.

Northwestern Mutual Wealth Management first reported a position in FMY in Q2 2018 and held it in 1 quarter. The position peaked at $3K in Q2 2018. 17 funds tracked by Wall St. Rank hold FMY as of Q3 2018.

  • Northwestern Mutual Wealth Management reported no remaining First Trust Mortgage Income Fund position as of Q3 2018 after selling out during the quarter.
  • Northwestern Mutual Wealth Management sold 200 First Trust Mortgage Income Fund shares in Q3 2018, an estimated $3K.
  • Northwestern Mutual Wealth Management first reported a position in First Trust Mortgage Income Fund in Q2 2018 and held it in 1 quarter.
  • Northwestern Mutual Wealth Management's First Trust Mortgage Income Fund position peaked at $3K in Q2 2018.
  • 17 funds tracked by Wall St. Rank held First Trust Mortgage Income Fund as of Q3 2018.

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