Northwestern Mutual Wealth Management
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Northwestern Mutual Wealth Management’s Mesabi Trust MSB Stock Holding History

Northwestern Mutual Wealth Management’s Portfolio MSB Stock Details MSB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q1 		– Sell
-334
Closed -$8K – 2638
2018
Q4 		$8K Hold
334
– – ﹤0.01% 1902
2018
Q3 		$9K Buy
+334
New +$9.1K ﹤0.01% 1953
2013
Q3 		– Sell
-700
Closed -$13K – 1439
2013
Q2 		$13K Buy
+700
New +$14.3K ﹤0.01% 798

Other funds holding MSB

BCM
Beddow Capital Management Jackson, Wyoming $265M AUM 18.36% 1-Year Est. Return
HKAM
Horizon Kinetics Asset Management New York $8.82B AUM 23.05% 1-Year Est. Return
FCH
Freestone Capital Holdings Seattle, Washington $3.86B AUM 26.3% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
V
ValueWorks New York $479M AUM 117.71% 1-Year Est. Return
SIC
SFE Investment Counsel Los Angeles, California $742M AUM 39.38% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return
JMH
J.M. Hartwell New York $560M AUM 7.14% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return

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

Northwestern Mutual Wealth Management sold out of Mesabi Trust (MSB) in Q1 2019, closing a stake of 334 shares — an estimated $8K sold.

Northwestern Mutual Wealth Management first reported a position in MSB in Q2 2013 and held it in 3 quarters. The position peaked at $13K in Q2 2013. 52 funds tracked by Wall St. Rank hold MSB as of Q1 2019.

  • Northwestern Mutual Wealth Management reported no remaining Mesabi Trust position as of Q1 2019 after selling out during the quarter.
  • Northwestern Mutual Wealth Management sold 334 Mesabi Trust shares in Q1 2019, an estimated $8K.
  • Northwestern Mutual Wealth Management first reported a position in Mesabi Trust in Q2 2013 and held it in 3 quarters.
  • Northwestern Mutual Wealth Management's Mesabi Trust position peaked at $13K in Q2 2013.
  • 52 funds tracked by Wall St. Rank held Mesabi Trust as of Q1 2019.

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