Northwestern Mutual Wealth Management
SGL

Northwestern Mutual Wealth Management’s STRATEGIC GLOBAL INCOME FUND SGL Stock Holding History

Northwestern Mutual Wealth Management’s Portfolio SGL Stock Details SGL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2013
Q4 		– Sell
-1,112
Closed -$10K – 1653
2013
Q3 		$10K Hold
1,112
– – ﹤0.01% 888
2013
Q2 		$10K Buy
+1,112
New +$11.4K ﹤0.01% 854

Other funds holding SGL

Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
FIMG
Financial & Investment Management Group Traverse City, Michigan $274M AUM 8.43% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return
KIM
Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
DA
Doliver Advisors Houston, Texas $442M AUM 34.09% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
SCM
Saba Capital Management New York $3.62B AUM 13% 1-Year Est. Return

Northwestern Mutual Wealth Management's SGL Position: Q4 2013 in Review

Northwestern Mutual Wealth Management sold out of STRATEGIC GLOBAL INCOME FUND (SGL) in Q4 2013, closing a stake of 1,112 shares — an estimated $10K sold.

Northwestern Mutual Wealth Management first reported a position in SGL in Q2 2013 and held it in 2 quarters. The position peaked at $10K in Q3 2013. 37 funds tracked by Wall St. Rank hold SGL as of Q4 2013.

  • Northwestern Mutual Wealth Management reported no remaining STRATEGIC GLOBAL INCOME FUND position as of Q4 2013 after selling out during the quarter.
  • Northwestern Mutual Wealth Management sold 1,112 STRATEGIC GLOBAL INCOME FUND shares in Q4 2013, an estimated $10K.
  • Northwestern Mutual Wealth Management first reported a position in STRATEGIC GLOBAL INCOME FUND in Q2 2013 and held it in 2 quarters.
  • Northwestern Mutual Wealth Management's STRATEGIC GLOBAL INCOME FUND position peaked at $10K in Q3 2013.
  • 37 funds tracked by Wall St. Rank held STRATEGIC GLOBAL INCOME FUND as of Q4 2013.

Based on Northwestern Mutual Wealth Management's 13F filing for Q4 2013, filed 14 Feb 2014.