Northwestern Mutual Wealth Management
LSBG

Northwestern Mutual Wealth Management’s Lake Sunapee Bank Group LSBG Stock Holding History

Northwestern Mutual Wealth Management’s Portfolio LSBG Stock Details LSBG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q3 		– Sell
-253
Closed -$4K – 1948
2015
Q2 		$4K Buy
+253
New +$3.88K ﹤0.01% 1182

Other funds holding LSBG

PSUF
People's United Financial Bridgeport, Connecticut $3.51B AUM 12.24% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
RC
RBF Capital San Francisco, California $2.05B AUM 29.64% 1-Year Est. Return
MFAM
Motley Fool Asset Management Alexandria, Virginia $2.33B AUM 21.93% 1-Year Est. Return
BHWM
Bar Harbor Wealth Management Concord, New Hampshire $1.86B AUM 32.07% 1-Year Est. Return
BI
Boulegeris Investments Sandy Springs, Georgia $200M AUM 7% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Axa
Axa Paris, France $256M AUM 25.01% 1-Year Est. Return

Northwestern Mutual Wealth Management's LSBG Position: Q3 2015 in Review

Northwestern Mutual Wealth Management sold out of Lake Sunapee Bank Group (LSBG) in Q3 2015, closing a stake of 253 shares — an estimated $4K sold.

Northwestern Mutual Wealth Management first reported a position in LSBG in Q2 2015 and held it in 1 quarter. The position peaked at $4K in Q2 2015. 35 funds tracked by Wall St. Rank hold LSBG as of Q3 2015.

  • Northwestern Mutual Wealth Management reported no remaining Lake Sunapee Bank Group position as of Q3 2015 after selling out during the quarter.
  • Northwestern Mutual Wealth Management sold 253 Lake Sunapee Bank Group shares in Q3 2015, an estimated $4K.
  • Northwestern Mutual Wealth Management first reported a position in Lake Sunapee Bank Group in Q2 2015 and held it in 1 quarter.
  • Northwestern Mutual Wealth Management's Lake Sunapee Bank Group position peaked at $4K in Q2 2015.
  • 35 funds tracked by Wall St. Rank held Lake Sunapee Bank Group as of Q3 2015.

Based on Northwestern Mutual Wealth Management's 13F filing for Q3 2015, filed 16 Nov 2015.