Northwestern Mutual Wealth Management
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Northwestern Mutual Wealth Management’s Nuveen Municipal Income NMI Stock Holding History

Northwestern Mutual Wealth Management’s Portfolio NMI Stock Details NMI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q1 		– Sell
-2,660
Closed -$30K – 3303
2021
Q4 		$30K Buy
+2,660
New +$31.2K ﹤0.01% 2171
2019
Q3 		– Sell
-6,832
Closed -$77K – 2620
2019
Q2 		$77K Hold
6,832
– – ﹤0.01% 1234
2019
Q1 		$74K Hold
6,832
– – ﹤0.01% 1203
2018
Q4 		$69K Hold
6,832
– – ﹤0.01% 1126
2018
Q3 		$70K Hold
6,832
– – ﹤0.01% 1169
2018
Q2 		$77K Sell
6,832
-1,492
-18% -$16.8K ﹤0.01% 1086
2018
Q1 		$97K Buy
8,324
+11
+0.1% +$124 ﹤0.01% 960
2017
Q4 		$96K Sell
8,313
-980
-11% -$11.4K ﹤0.01% 936
2017
Q3 		$107K Sell
9,293
-4,979
-35% -$58.2K ﹤0.01% 864
2017
Q2 		$167K Buy
14,272
+3,274
+30% +$39.7K ﹤0.01% 727
2017
Q1 		$134K Sell
10,998
-6,900
-39% -$79.4K ﹤0.01% 746
2016
Q4 		$201K Buy
+17,898
New +$211K ﹤0.01% 648
2016
Q3 		– Sell
-33,843
Closed -$444K – 1058
2016
Q2 		$444K Sell
33,843
-1,057
-3% -$13.3K 0.01% 423
2016
Q1 		$432K Buy
34,900
+651
+2% +$8.08K 0.01% 420
2015
Q4 		$410K Buy
34,249
+2,784
+9% +$30.8K 0.01% 385
2015
Q3 		$337K Buy
31,465
+2,141
+7% +$23.1K 0.01% 406
2015
Q2 		$324K Buy
29,324
+2,350
+9% +$27.8K 0.01% 396
2015
Q1 		$320K Buy
26,974
+13,811
+105% +$166K 0.01% 377
2014
Q4 		$157K Buy
+13,163
New +$150K ﹤0.01% 447

Other funds holding NMI

1CP
1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 1-Year Est. Return
KFS
Kaizen Financial Strategies Campbell, California $236M AUM 28.3% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
WAM
Wakefield Asset Management Englewood, Colorado $377M AUM 38.72% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return
FAG
Fortitude Advisory Group Gig Harbor, Washington $262M AUM 42.09% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
WAM
Wolverine Asset Management Chicago, Illinois $10.4B AUM 4.78% 1-Year Est. Return

Northwestern Mutual Wealth Management's NMI Position: Q1 2022 in Review

Northwestern Mutual Wealth Management sold out of Nuveen Municipal Income (NMI) in Q1 2022, closing a stake of 2,660 shares — an estimated $30K sold.

Northwestern Mutual Wealth Management first reported a position in NMI in Q4 2014 and held it in 19 quarters. The position peaked at $444K in Q2 2016. 29 funds tracked by Wall St. Rank hold NMI as of Q1 2022.

  • Northwestern Mutual Wealth Management reported no remaining Nuveen Municipal Income position as of Q1 2022 after selling out during the quarter.
  • Northwestern Mutual Wealth Management sold 2,660 Nuveen Municipal Income shares in Q1 2022, an estimated $30K.
  • Northwestern Mutual Wealth Management first reported a position in Nuveen Municipal Income in Q4 2014 and held it in 19 quarters.
  • Northwestern Mutual Wealth Management's Nuveen Municipal Income position peaked at $444K in Q2 2016.
  • 29 funds tracked by Wall St. Rank held Nuveen Municipal Income as of Q1 2022.

Based on Northwestern Mutual Wealth Management's 13F filing for Q1 2022, filed 9 May 2022.