Northwestern Mutual Wealth Management
PBFX

Northwestern Mutual Wealth Management’s PBF LOGISTICS LP PBFX Stock Holding History

Northwestern Mutual Wealth Management’s Portfolio PBFX Stock Details PBFX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q1 		– Sell
-200
Closed -$2K – 3533
2021
Q4 		$2K Buy
+200
New +$2.54K ﹤0.01% 2982

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JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Amundi
Amundi Paris, France $367B AUM 31.23% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Morgan Stanley
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Northwestern Mutual Wealth Management's PBFX Position: Q1 2022 in Review

Northwestern Mutual Wealth Management sold out of PBF LOGISTICS LP (PBFX) in Q1 2022, closing a stake of 200 shares — an estimated $2K sold.

Northwestern Mutual Wealth Management first reported a position in PBFX in Q4 2021 and held it in 1 quarter. The position peaked at $2K in Q4 2021. 42 funds tracked by Wall St. Rank hold PBFX as of Q1 2022.

  • Northwestern Mutual Wealth Management reported no remaining PBF LOGISTICS LP position as of Q1 2022 after selling out during the quarter.
  • Northwestern Mutual Wealth Management sold 200 PBF LOGISTICS LP shares in Q1 2022, an estimated $2K.
  • Northwestern Mutual Wealth Management first reported a position in PBF LOGISTICS LP in Q4 2021 and held it in 1 quarter.
  • Northwestern Mutual Wealth Management's PBF LOGISTICS LP position peaked at $2K in Q4 2021.
  • 42 funds tracked by Wall St. Rank held PBF LOGISTICS LP as of Q1 2022.

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