Northwestern Mutual Wealth Management
KG

Northwestern Mutual Wealth Management’s Kestrel Group KG Stock Holding History

Northwestern Mutual Wealth Management’s Portfolio KG Stock Details KG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q4 		– Sell
-4
Closed -$1K – 2393
2017
Q3 		$1K Buy
+4
New +$708 ﹤0.01% 2070
2017
Q1 		– Sell
-3
Closed -$1K – 2250
2016
Q4 		$1K Buy
+3
New +$920 ﹤0.01% 2197

Other funds holding KG

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
KCM
Kennedy Capital Management St Louis, Missouri $4.72B AUM 36.69% 1-Year Est. Return

Northwestern Mutual Wealth Management's KG Position: Q4 2017 in Review

Northwestern Mutual Wealth Management sold out of Kestrel Group (KG) in Q4 2017, closing a stake of 4 shares — an estimated $1K sold.

Northwestern Mutual Wealth Management first reported a position in KG in Q4 2016 and held it in 2 quarters. The position peaked at $1K in Q3 2017. 144 funds tracked by Wall St. Rank hold KG as of Q4 2017.

  • Northwestern Mutual Wealth Management reported no remaining Kestrel Group position as of Q4 2017 after selling out during the quarter.
  • Northwestern Mutual Wealth Management sold 4 Kestrel Group shares in Q4 2017, an estimated $1K.
  • Northwestern Mutual Wealth Management first reported a position in Kestrel Group in Q4 2016 and held it in 2 quarters.
  • Northwestern Mutual Wealth Management's Kestrel Group position peaked at $1K in Q3 2017.
  • 144 funds tracked by Wall St. Rank held Kestrel Group as of Q4 2017.

Based on Northwestern Mutual Wealth Management's 13F filing for Q4 2017, filed 31 Jan 2018.