Northwestern Mutual Wealth Management
PFD

Northwestern Mutual Wealth Management’s Flaherty & Crumrine Preferred and Income Fund PFD Stock Holding History

Northwestern Mutual Wealth Management’s Portfolio PFD Stock Details PFD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-2,492
Closed -$24.6K – 3748
2023
Q4 		$24.6K Buy
2,492
+43
+2% +$404 ﹤0.01% 2330
2023
Q3 		$22.4K Buy
2,449
+42
+2% +$410 ﹤0.01% 2281
2023
Q2 		$23.7K Buy
2,407
+42
+2% +$423 ﹤0.01% 2258
2023
Q1 		$25.1K Buy
2,365
+36
+2% +$421 ﹤0.01% 2187
2022
Q4 		$25.9K Buy
2,329
+1,219
+110% +$13.4K ﹤0.01% 2152
2022
Q3 		$12K Buy
1,110
+20
+2% +$245 ﹤0.01% 2405
2022
Q2 		$14K Sell
1,090
-879
-45% -$11.1K ﹤0.01% 2388
2022
Q1 		$27K Sell
1,969
-454
-19% -$6.88K ﹤0.01% 2186
2021
Q4 		$42K Buy
2,423
+287
+13% +$4.81K ﹤0.01% 2046
2021
Q3 		$33K Buy
2,136
+16
+0.8% +$262 ﹤0.01% 2046
2021
Q2 		$35K Buy
2,120
+15
+0.7% +$263 ﹤0.01% 1972
2021
Q1 		$37K Buy
2,105
+1,005
+91% +$18.5K ﹤0.01% 1841
2020
Q4 		$21K Hold
1,100
– – ﹤0.01% 1943
2020
Q3 		$18K Hold
1,100
– – ﹤0.01% 1832
2020
Q2 		$16K Buy
+1,100
New +$15.4K ﹤0.01% 1781
2020
Q1 		– Sell
-14,371
Closed -$224K – 2703
2019
Q4 		$224K Hold
14,371
– – ﹤0.01% 911
2019
Q3 		$215K Sell
14,371
-100
-0.7% -$1.5K ﹤0.01% 868
2019
Q2 		$213K Buy
14,471
+12,101
+511% +$169K ﹤0.01% 864
2019
Q1 		$33K Hold
2,370
– – ﹤0.01% 1533
2018
Q4 		$27K Hold
2,370
– – ﹤0.01% 1491
2018
Q3 		$31K Hold
2,370
– – ﹤0.01% 1488
2018
Q2 		$32K Hold
2,370
– – ﹤0.01% 1413
2018
Q1 		$32K Hold
2,370
– – ﹤0.01% 1375
2017
Q4 		$36K Sell
2,370
-4,500
-66% -$69K ﹤0.01% 1273
2017
Q3 		$104K Buy
6,870
+4,500
+190% +$67.6K ﹤0.01% 876
2017
Q2 		$37K Hold
2,370
– – ﹤0.01% 1190
2017
Q1 		$36K Hold
2,370
– – ﹤0.01% 1134
2016
Q4 		$34K Buy
+2,370
New +$33K ﹤0.01% 1156
2016
Q3 		– Sell
-2,370
Closed -$37K – 1142
2016
Q2 		$37K Hold
2,370
– – ﹤0.01% 987
2016
Q1 		$34K Hold
2,370
– – ﹤0.01% 1016
2015
Q4 		$31K Hold
2,370
– – ﹤0.01% 882
2015
Q3 		$30K Buy
+2,370
New +$30.9K ﹤0.01% 816

Other funds holding PFD

SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
WAM
Wolverine Asset Management Chicago, Illinois $10.4B AUM 4.78% 1-Year Est. Return
AA
AQR Arbitrage Greenwich, Connecticut $6.09B AUM 27.01% 1-Year Est. Return
SA
SFI Advisors Montclair, New Jersey $95.2M AUM 23.7% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Northwestern Mutual Wealth Management's PFD Position: Q1 2024 in Review

Northwestern Mutual Wealth Management sold out of Flaherty & Crumrine Preferred and Income Fund (PFD) in Q1 2024, closing a stake of 2,492 shares — an estimated $24.6K sold.

Northwestern Mutual Wealth Management first reported a position in PFD in Q3 2015 and held it in 32 quarters. The position peaked at $224K in Q4 2019. 43 funds tracked by Wall St. Rank hold PFD as of Q1 2024.

  • Northwestern Mutual Wealth Management reported no remaining Flaherty & Crumrine Preferred and Income Fund position as of Q1 2024 after selling out during the quarter.
  • Northwestern Mutual Wealth Management sold 2,492 Flaherty & Crumrine Preferred and Income Fund shares in Q1 2024, an estimated $24.6K.
  • Northwestern Mutual Wealth Management first reported a position in Flaherty & Crumrine Preferred and Income Fund in Q3 2015 and held it in 32 quarters.
  • Northwestern Mutual Wealth Management's Flaherty & Crumrine Preferred and Income Fund position peaked at $224K in Q4 2019.
  • 43 funds tracked by Wall St. Rank held Flaherty & Crumrine Preferred and Income Fund as of Q1 2024.

Based on Northwestern Mutual Wealth Management's 13F filing for Q1 2024, filed 15 May 2024.