Northwestern Mutual Wealth Management
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Northwestern Mutual Wealth Management’s First United FUNC Stock Holding History

Northwestern Mutual Wealth Management’s Portfolio FUNC Stock Details FUNC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q1 		– Sell
-971
Closed -$17K – 2264
2017
Q4 		$17K Buy
+971
New +$16.8K ﹤0.01% 1554

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Vanguard Group
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BCM
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EC
EJF Capital Arlington, Virginia $142M AUM 23.3% 1-Year Est. Return
PH
Pinnacle Holdings Tulsa, Oklahoma $309M AUM 18.8% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
BCM
Bridgeway Capital Management Houston, Texas $4.97B AUM 44.96% 1-Year Est. Return
California Public Employees Retirement System
California Public Employees Retirement System Sacramento, California $162B AUM 25.78% 1-Year Est. Return

Northwestern Mutual Wealth Management's FUNC Position: Q1 2018 in Review

Northwestern Mutual Wealth Management sold out of First United (FUNC) in Q1 2018, closing a stake of 971 shares — an estimated $17K sold.

Northwestern Mutual Wealth Management first reported a position in FUNC in Q4 2017 and held it in 1 quarter. The position peaked at $17K in Q4 2017. 29 funds tracked by Wall St. Rank hold FUNC as of Q1 2018.

  • Northwestern Mutual Wealth Management reported no remaining First United position as of Q1 2018 after selling out during the quarter.
  • Northwestern Mutual Wealth Management sold 971 First United shares in Q1 2018, an estimated $17K.
  • Northwestern Mutual Wealth Management first reported a position in First United in Q4 2017 and held it in 1 quarter.
  • Northwestern Mutual Wealth Management's First United position peaked at $17K in Q4 2017.
  • 29 funds tracked by Wall St. Rank held First United as of Q1 2018.

Based on Northwestern Mutual Wealth Management's 13F filing for Q1 2018, filed 14 May 2018.