Northwestern Mutual Wealth Management’s PIMCO New York Municipal Income Fund III PYN Stock Holding History

Northwestern Mutual Wealth Management’s Portfolio PYN Stock Details PYN Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q4	–	Sell	-1,375	Closed	-$13K	–	2835
2020 Q3	$13K	Hold	1,375	–	–	﹤0.01%	1919
2020 Q2	$13K	Hold	1,375	–	–	﹤0.01%	1838
2020 Q1	$12K	Hold	1,375	–	–	﹤0.01%	1857
2019 Q4	$13K	Hold	1,375	–	–	﹤0.01%	1866
2019 Q3	$13K	Buy	+1,375	New	+$13.3K	﹤0.01%	1858

Other funds holding PYN

MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return

ACA

Ackerman Capital Advisors Dallas, Texas $488M AUM 14.36% 1-Year Est. Return

WAM

Wolverine Asset Management Chicago, Illinois $10.4B AUM 4.78% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

MIG

Mariner Investment Group Harrison, New York $346M AUM 25.25% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Northwestern Mutual Wealth Management's PYN Position: Q4 2020 in Review

Northwestern Mutual Wealth Management sold out of PIMCO New York Municipal Income Fund III (PYN) in Q4 2020, closing a stake of 1,375 shares — an estimated $13K sold.

Northwestern Mutual Wealth Management first reported a position in PYN in Q3 2019 and held it in 5 quarters. The position peaked at $13K in Q3 2020. 16 funds tracked by Wall St. Rank hold PYN as of Q4 2020.

Northwestern Mutual Wealth Management reported no remaining PIMCO New York Municipal Income Fund III position as of Q4 2020 after selling out during the quarter.
Northwestern Mutual Wealth Management sold 1,375 PIMCO New York Municipal Income Fund III shares in Q4 2020, an estimated $13K.
Northwestern Mutual Wealth Management first reported a position in PIMCO New York Municipal Income Fund III in Q3 2019 and held it in 5 quarters.
Northwestern Mutual Wealth Management's PIMCO New York Municipal Income Fund III position peaked at $13K in Q3 2020.
16 funds tracked by Wall St. Rank held PIMCO New York Municipal Income Fund III as of Q4 2020.

Based on Northwestern Mutual Wealth Management's 13F filing for Q4 2020, filed 12 Feb 2021.