Northwestern Mutual Wealth Management
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Northwestern Mutual Wealth Management’s Investcorp Credit Management BDC ICMB Stock Holding History

Northwestern Mutual Wealth Management’s Portfolio ICMB Stock Details ICMB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q1 		– Sell
-554
Closed -$3K – 2604
2018
Q4 		$3K Buy
+554
New +$4.3K ﹤0.01% 2128
2018
Q1 		– Sell
-2,014
Closed -$16K – 2303
2017
Q4 		$16K Buy
+2,014
New +$17.4K ﹤0.01% 1572

Other funds holding ICMB

CCP
Cyrus Capital Partners New York $156M AUM 81.61% 1-Year Est. Return
CC
Caxton Corporation Princeton, New Jersey $1.85M AUM 176.16% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.56B AUM 35.09% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return
TCM
Tegean Capital Management New York $82.1M AUM 12.91% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
BCM
Bridgeway Capital Management Houston, Texas $5.69B AUM 60.64% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Northwestern Mutual Wealth Management's ICMB Position: Q1 2019 in Review

Northwestern Mutual Wealth Management sold out of Investcorp Credit Management BDC (ICMB) in Q1 2019, closing a stake of 554 shares — an estimated $3K sold.

Northwestern Mutual Wealth Management first reported a position in ICMB in Q4 2017 and held it in 2 quarters. The position peaked at $16K in Q4 2017. 27 funds tracked by Wall St. Rank hold ICMB as of Q1 2019.

  • Northwestern Mutual Wealth Management reported no remaining Investcorp Credit Management BDC position as of Q1 2019 after selling out during the quarter.
  • Northwestern Mutual Wealth Management sold 554 Investcorp Credit Management BDC shares in Q1 2019, an estimated $3K.
  • Northwestern Mutual Wealth Management first reported a position in Investcorp Credit Management BDC in Q4 2017 and held it in 2 quarters.
  • Northwestern Mutual Wealth Management's Investcorp Credit Management BDC position peaked at $16K in Q4 2017.
  • 27 funds tracked by Wall St. Rank held Investcorp Credit Management BDC as of Q1 2019.

Based on Northwestern Mutual Wealth Management's 13F filing for Q1 2019, filed 10 May 2019.