Northwestern Mutual Wealth Management
LCM

Northwestern Mutual Wealth Management’s Advent/Claymore Enhanced Gth & F LCM Stock Holding History

Northwestern Mutual Wealth Management’s Portfolio LCM Stock Details LCM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q1 		– Sell
-223
Closed -$2K – 2598
2016
Q4 		$2K Buy
+223
New +$1.81K ﹤0.01% 2102

Other funds holding LCM

BI
Bulldog Investors Saddle Brook, New Jersey $445M AUM 2.55% 1-Year Est. Return
SCM
Saba Capital Management New York $3.62B AUM 13% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
WAM
Weiss Asset Management Boston, Massachusetts $5.91B AUM 42.42% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Northwestern Mutual Wealth Management's LCM Position: Q1 2017 in Review

Northwestern Mutual Wealth Management sold out of Advent/Claymore Enhanced Gth & F (LCM) in Q1 2017, closing a stake of 223 shares — an estimated $2K sold.

Northwestern Mutual Wealth Management first reported a position in LCM in Q4 2016 and held it in 1 quarter. The position peaked at $2K in Q4 2016. 29 funds tracked by Wall St. Rank hold LCM as of Q1 2017.

  • Northwestern Mutual Wealth Management reported no remaining Advent/Claymore Enhanced Gth & F position as of Q1 2017 after selling out during the quarter.
  • Northwestern Mutual Wealth Management sold 223 Advent/Claymore Enhanced Gth & F shares in Q1 2017, an estimated $2K.
  • Northwestern Mutual Wealth Management first reported a position in Advent/Claymore Enhanced Gth & F in Q4 2016 and held it in 1 quarter.
  • Northwestern Mutual Wealth Management's Advent/Claymore Enhanced Gth & F position peaked at $2K in Q4 2016.
  • 29 funds tracked by Wall St. Rank held Advent/Claymore Enhanced Gth & F as of Q1 2017.

Based on Northwestern Mutual Wealth Management's 13F filing for Q1 2017, filed 9 May 2017.