Northwestern Mutual Wealth Management’s Franklin Financial Network, Inc. FSB Stock Holding History

Northwestern Mutual Wealth Management’s Portfolio FSB Stock Details FSB Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2017 Q4	–	Sell	-1,054	Closed	-$38K	–	2506
2017 Q3	$38K	Buy	+1,054	New	+$37.2K	﹤0.01%	1219
2017 Q1	–	Sell	-10	Closed	–	–	2550
2016 Q4	$0	Buy	+10	New	+$364	﹤0.01%	2398
2016 Q3	–	Sell	-10	Closed	–	–	1754
2016 Q2	$0	Hold	10	–	–	﹤0.01%	2326
2016 Q1	$0	Buy	+10	New	+$271	﹤0.01%	2342

Other funds holding FSB

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

PFC

Phocas Financial Corp Alameda, California $637M AUM 39.08% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

BCM

BHZ Capital Management San Jose, California $88M AUM 9.79% 1-Year Est. Return

ICOM

Investment Counselors of Maryland Baltimore, Maryland $4.37B AUM 76.25% 1-Year Est. Return

JCSD Capital Walnut Creek, California $94.5M AUM 10.64% 1-Year Est. Return

Northwestern Mutual Wealth Management's FSB Position: Q4 2017 in Review

Northwestern Mutual Wealth Management sold out of Franklin Financial Network, Inc. (FSB) in Q4 2017, closing a stake of 1,054 shares — an estimated $38K sold.

Northwestern Mutual Wealth Management first reported a position in FSB in Q1 2016 and held it in 4 quarters. The position peaked at $38K in Q3 2017. 108 funds tracked by Wall St. Rank hold FSB as of Q4 2017.

Northwestern Mutual Wealth Management reported no remaining Franklin Financial Network, Inc. position as of Q4 2017 after selling out during the quarter.
Northwestern Mutual Wealth Management sold 1,054 Franklin Financial Network, Inc. shares in Q4 2017, an estimated $38K.
Northwestern Mutual Wealth Management first reported a position in Franklin Financial Network, Inc. in Q1 2016 and held it in 4 quarters.
Northwestern Mutual Wealth Management's Franklin Financial Network, Inc. position peaked at $38K in Q3 2017.
108 funds tracked by Wall St. Rank held Franklin Financial Network, Inc. as of Q4 2017.

Based on Northwestern Mutual Wealth Management's 13F filing for Q4 2017, filed 31 Jan 2018.