Northwestern Mutual Wealth Management
SE

Northwestern Mutual Wealth Management’s Spectra Energy Corp Wi SE Stock Holding History

Northwestern Mutual Wealth Management’s Portfolio SE Stock Details SE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q1 		– Sell
-37,270
Closed -$1.53M – 2650
2016
Q4 		$1.53M Buy
+37,270
New +$1.54M 0.02% 278
2016
Q3 		– Sell
-59,726
Closed -$2.19M – 1941
2016
Q2 		$2.19M Buy
59,726
+11,065
+23% +$353K 0.03% 231
2016
Q1 		$1.49M Buy
48,661
+6,195
+15% +$175K 0.02% 237
2015
Q4 		$1.02M Sell
42,466
-98,775
-70% -$2.62M 0.02% 262
2015
Q3 		$3.71M Buy
141,241
+13,445
+11% +$391K 0.09% 165
2015
Q2 		$4.17M Buy
127,796
+15,991
+14% +$569K 0.11% 147
2015
Q1 		$4.04M Buy
111,805
+80,671
+259% +$2.82M 0.11% 149
2014
Q4 		$1.13M Buy
31,134
+1,453
+5% +$54.7K 0.03% 228
2014
Q3 		$1.17M Buy
29,681
+1,246
+4% +$51.3K 0.04% 215
2014
Q2 		$1.21M Buy
28,435
+403
+1% +$16.1K 0.05% 202
2014
Q1 		$1.04M Buy
28,032
+3,798
+16% +$138K 0.04% 211
2013
Q4 		$863K Buy
24,234
+5,870
+32% +$202K 0.04% 215
2013
Q3 		$629K Buy
18,364
+433
+2% +$15K 0.03% 230
2013
Q2 		$618K Buy
+17,931
New +$564K 0.04% 224

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JC
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BFG
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LAM
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FNB
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KB
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Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return
KF
Krilogy Financial St. Louis, Missouri $3.11B AUM 20.67% 1-Year Est. Return
JWA
JFS Wealth Advisors Hermitage, Pennsylvania $2.01B AUM 21.74% 1-Year Est. Return