Northwestern Mutual Wealth Management
MSP

Northwestern Mutual Wealth Management’s Madison Strategic Sector MSP Stock Holding History

Northwestern Mutual Wealth Management’s Portfolio MSP Stock Details MSP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q1 		– Sell
-666
Closed -$8K – 1532
2013
Q4 		$8K Buy
+666
New +$7.92K ﹤0.01% 970

Other funds holding MSP

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BI
Bulldog Investors Saddle Brook, New Jersey $445M AUM 2.55% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
DA
Doliver Advisors Houston, Texas $442M AUM 34.09% 1-Year Est. Return
1CP
1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
U
UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return
SFS
Shaker Financial Services Arlington, Virginia $319M AUM 3.9% 1-Year Est. Return
AA
Ancora Advisors Cleveland, Ohio $4.7B AUM 19.05% 1-Year Est. Return

Northwestern Mutual Wealth Management's MSP Position: Q1 2014 in Review

Northwestern Mutual Wealth Management sold out of Madison Strategic Sector (MSP) in Q1 2014, closing a stake of 666 shares — an estimated $8K sold.

Northwestern Mutual Wealth Management first reported a position in MSP in Q4 2013 and held it in 1 quarter. The position peaked at $8K in Q4 2013. 20 funds tracked by Wall St. Rank hold MSP as of Q1 2014.

  • Northwestern Mutual Wealth Management reported no remaining Madison Strategic Sector position as of Q1 2014 after selling out during the quarter.
  • Northwestern Mutual Wealth Management sold 666 Madison Strategic Sector shares in Q1 2014, an estimated $8K.
  • Northwestern Mutual Wealth Management first reported a position in Madison Strategic Sector in Q4 2013 and held it in 1 quarter.
  • Northwestern Mutual Wealth Management's Madison Strategic Sector position peaked at $8K in Q4 2013.
  • 20 funds tracked by Wall St. Rank held Madison Strategic Sector as of Q1 2014.

Based on Northwestern Mutual Wealth Management's 13F filing for Q1 2014, filed 15 May 2014.