Northwestern Mutual Wealth Management
HVBC

Northwestern Mutual Wealth Management’s HV Bancorp, Inc. Common Stock HVBC Stock Holding History

Northwestern Mutual Wealth Management’s Portfolio HVBC Stock Details HVBC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q2 		– Sell
-300
Closed -$5K – 2770
2019
Q1 		$5K Buy
+300
New +$4.69K ﹤0.01% 2153
2018
Q4 		– Sell
-7,800
Closed -$120K – 2711
2018
Q3 		$120K Buy
+7,800
New +$119K ﹤0.01% 981

Other funds holding HVBC

LBS
Lawrence B. Seidman $79.8M AUM 15.9% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
MA
Minerva Advisors Bala Cynwyd, Pennsylvania $155M AUM 35.49% 1-Year Est. Return
BFIM
Beese Fulmer Investment Management Canton, Ohio $1.73B AUM 44.09% 1-Year Est. Return
KTC
Kistler-Tiffany Companies Berwyn, Pennsylvania $616M AUM 16.74% 1-Year Est. Return
LTFS
Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Northwestern Mutual Wealth Management's HVBC Position: Q2 2019 in Review

Northwestern Mutual Wealth Management sold out of HV Bancorp, Inc. Common Stock (HVBC) in Q2 2019, closing a stake of 300 shares — an estimated $5K sold.

Northwestern Mutual Wealth Management first reported a position in HVBC in Q3 2018 and held it in 2 quarters. The position peaked at $120K in Q3 2018. 12 funds tracked by Wall St. Rank hold HVBC as of Q2 2019.

  • Northwestern Mutual Wealth Management reported no remaining HV Bancorp, Inc. Common Stock position as of Q2 2019 after selling out during the quarter.
  • Northwestern Mutual Wealth Management sold 300 HV Bancorp, Inc. Common Stock shares in Q2 2019, an estimated $5K.
  • Northwestern Mutual Wealth Management first reported a position in HV Bancorp, Inc. Common Stock in Q3 2018 and held it in 2 quarters.
  • Northwestern Mutual Wealth Management's HV Bancorp, Inc. Common Stock position peaked at $120K in Q3 2018.
  • 12 funds tracked by Wall St. Rank held HV Bancorp, Inc. Common Stock as of Q2 2019.

Based on Northwestern Mutual Wealth Management's 13F filing for Q2 2019, filed 12 Aug 2019.