Northwestern Mutual Wealth Management
GLU

Northwestern Mutual Wealth Management’s Gabelli Utility & Income Trust GLU Stock Holding History

Northwestern Mutual Wealth Management’s Portfolio GLU Stock Details GLU Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q4 		– Sell
-146
Closed -$1.97K – 3552
2023
Q3 		$1.97K Buy
+146
New +$2.07K ﹤0.01% 2953

Other funds holding GLU

GCIA
Gabelli & Co Investment Advisers Rye, New York $674M AUM 64.52% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return
PFS
Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
LCM
Landscape Capital Management Englewood, New Jersey $1.58B AUM 26.88% 1-Year Est. Return

Northwestern Mutual Wealth Management's GLU Position: Q4 2023 in Review

Northwestern Mutual Wealth Management sold out of Gabelli Utility & Income Trust (GLU) in Q4 2023, closing a stake of 146 shares — an estimated $1.97K sold.

Northwestern Mutual Wealth Management first reported a position in GLU in Q3 2023 and held it in 1 quarter. The position peaked at $1.97K in Q3 2023. 21 funds tracked by Wall St. Rank hold GLU as of Q4 2023.

  • Northwestern Mutual Wealth Management reported no remaining Gabelli Utility & Income Trust position as of Q4 2023 after selling out during the quarter.
  • Northwestern Mutual Wealth Management sold 146 Gabelli Utility & Income Trust shares in Q4 2023, an estimated $1.97K.
  • Northwestern Mutual Wealth Management first reported a position in Gabelli Utility & Income Trust in Q3 2023 and held it in 1 quarter.
  • Northwestern Mutual Wealth Management's Gabelli Utility & Income Trust position peaked at $1.97K in Q3 2023.
  • 21 funds tracked by Wall St. Rank held Gabelli Utility & Income Trust as of Q4 2023.

Based on Northwestern Mutual Wealth Management's 13F filing for Q4 2023, filed 13 Feb 2024.