Northwestern Mutual Wealth Management
GFY

Northwestern Mutual Wealth Management’s Western Asset Variable Rate Strategic Fund, Inc GFY Stock Holding History

Northwestern Mutual Wealth Management’s Portfolio GFY Stock Details GFY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q3 		– Sell
-881
Closed -$15K – 2708
2018
Q2 		$15K Buy
+881
New +$14.9K ﹤0.01% 1706

Other funds holding GFY

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RVPG
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Kovitz Investment Group Partners
Kovitz Investment Group Partners Chicago, Illinois $4.31B AUM 20.41% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
SI
Stephens Inc Little Rock, Arkansas $7.99B AUM 21.6% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
SMC
Smith, Moore & Co Clayton, Missouri $1.37B AUM 20.02% 1-Year Est. Return

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

Northwestern Mutual Wealth Management sold out of Western Asset Variable Rate Strategic Fund, Inc (GFY) in Q3 2018, closing a stake of 881 shares — an estimated $15K sold.

Northwestern Mutual Wealth Management first reported a position in GFY in Q2 2018 and held it in 1 quarter. The position peaked at $15K in Q2 2018. 22 funds tracked by Wall St. Rank hold GFY as of Q3 2018.

  • Northwestern Mutual Wealth Management reported no remaining Western Asset Variable Rate Strategic Fund, Inc position as of Q3 2018 after selling out during the quarter.
  • Northwestern Mutual Wealth Management sold 881 Western Asset Variable Rate Strategic Fund, Inc shares in Q3 2018, an estimated $15K.
  • Northwestern Mutual Wealth Management first reported a position in Western Asset Variable Rate Strategic Fund, Inc in Q2 2018 and held it in 1 quarter.
  • Northwestern Mutual Wealth Management's Western Asset Variable Rate Strategic Fund, Inc position peaked at $15K in Q2 2018.
  • 22 funds tracked by Wall St. Rank held Western Asset Variable Rate Strategic Fund, Inc as of Q3 2018.

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