Northwestern Mutual Wealth Management
RFM

Northwestern Mutual Wealth Management’s RiverNorth Flexible Municipal Income Fund RFM Stock Holding History

Northwestern Mutual Wealth Management’s Portfolio RFM Stock Details RFM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-1,184
Closed -$18.3K – 3774
2023
Q4 		$18.3K Hold
1,184
– – ﹤0.01% 2436
2023
Q3 		$16.9K Hold
1,184
– – ﹤0.01% 2366
2023
Q2 		$18.8K Hold
1,184
– – ﹤0.01% 2344
2023
Q1 		$18.3K Sell
1,184
-1,426
-55% -$22.8K ﹤0.01% 2285
2022
Q4 		$40.9K Sell
2,610
-7,806
-75% -$123K ﹤0.01% 1979
2022
Q3 		$162K Buy
10,416
+6,686
+179% +$114K ﹤0.01% 1462
2022
Q2 		$62K Sell
3,730
-37,072
-91% -$640K ﹤0.01% 1840
2022
Q1 		$758K Sell
40,802
-78,213
-66% -$1.58M ﹤0.01% 941
2021
Q4 		$2.61M Buy
119,015
+13,803
+13% +$317K ﹤0.01% 555
2021
Q3 		$2.46M Buy
105,212
+510
+0.5% +$12.3K ﹤0.01% 533
2021
Q2 		$2.48M Buy
104,702
+41,475
+66% +$972K ﹤0.01% 514
2021
Q1 		$1.4M Buy
63,227
+14,611
+30% +$322K ﹤0.01% 605
2020
Q4 		$1.06M Buy
48,616
+26,770
+123% +$557K ﹤0.01% 632
2020
Q3 		$444K Buy
+21,846
New +$441K ﹤0.01% 781

Other funds holding RFM

Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
WS
Wedbush Securities Los Angeles, California $3.88B AUM 32.38% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
FWM
Fairhaven Wealth Management Oak Brook, Illinois $320M AUM 17.7% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

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

Northwestern Mutual Wealth Management sold out of RiverNorth Flexible Municipal Income Fund (RFM) in Q1 2024, closing a stake of 1,184 shares — an estimated $18.3K sold.

Northwestern Mutual Wealth Management first reported a position in RFM in Q3 2020 and held it in 14 quarters. The position peaked at $2.61M in Q4 2021. 19 funds tracked by Wall St. Rank hold RFM as of Q1 2024.

  • Northwestern Mutual Wealth Management reported no remaining RiverNorth Flexible Municipal Income Fund position as of Q1 2024 after selling out during the quarter.
  • Northwestern Mutual Wealth Management sold 1,184 RiverNorth Flexible Municipal Income Fund shares in Q1 2024, an estimated $18.3K.
  • Northwestern Mutual Wealth Management first reported a position in RiverNorth Flexible Municipal Income Fund in Q3 2020 and held it in 14 quarters.
  • Northwestern Mutual Wealth Management's RiverNorth Flexible Municipal Income Fund position peaked at $2.61M in Q4 2021.
  • 19 funds tracked by Wall St. Rank held RiverNorth Flexible Municipal Income Fund as of Q1 2024.

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