Northwestern Mutual Wealth Management
NQM

Northwestern Mutual Wealth Management’s NUVEEN INVESTMENT QLTY MUNI FD NQM Stock Holding History

Northwestern Mutual Wealth Management’s Portfolio NQM Stock Details NQM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q1 		– Sell
-2,750
Closed -$37K – 1549
2013
Q4 		$37K Buy
+2,750
New +$36.8K ﹤0.01% 658

Other funds holding NQM

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
OA
Oxbow Advisors Austin, Texas $1.18B AUM 28.15% 1-Year Est. Return
GEM
Global Endowment Management Charlotte, North Carolina $896M AUM 13.86% 1-Year Est. Return
TCM
Tradewinds Capital Management Bellingham, Washington $563M AUM 41.52% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return

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

Northwestern Mutual Wealth Management sold out of NUVEEN INVESTMENT QLTY MUNI FD (NQM) in Q1 2014, closing a stake of 2,750 shares — an estimated $37K sold.

Northwestern Mutual Wealth Management first reported a position in NQM in Q4 2013 and held it in 1 quarter. The position peaked at $37K in Q4 2013. 60 funds tracked by Wall St. Rank hold NQM as of Q1 2014.

  • Northwestern Mutual Wealth Management reported no remaining NUVEEN INVESTMENT QLTY MUNI FD position as of Q1 2014 after selling out during the quarter.
  • Northwestern Mutual Wealth Management sold 2,750 NUVEEN INVESTMENT QLTY MUNI FD shares in Q1 2014, an estimated $37K.
  • Northwestern Mutual Wealth Management first reported a position in NUVEEN INVESTMENT QLTY MUNI FD in Q4 2013 and held it in 1 quarter.
  • Northwestern Mutual Wealth Management's NUVEEN INVESTMENT QLTY MUNI FD position peaked at $37K in Q4 2013.
  • 60 funds tracked by Wall St. Rank held NUVEEN INVESTMENT QLTY MUNI FD as of Q1 2014.

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