Northwestern Mutual Wealth Management
SOFO

Northwestern Mutual Wealth Management’s Sonic Foundry, Inc. Common Stock SOFO Stock Holding History

Northwestern Mutual Wealth Management’s Portfolio SOFO Stock Details SOFO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2013
Q3 		– Sell
-10
Closed – – 1498
2013
Q2 		$0 Buy
+10
New +$81 ﹤0.01% 1258

Other funds holding SOFO

WA
WealthTrust Axiom Wayne, Pennsylvania $406M AUM 40.44% 1-Year Est. Return
U
UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
FBNAT
FirstMerit Bank N.A. Trustee Akron, Ohio $1.24B AUM 5.12% 1-Year Est. Return
California Public Employees Retirement System
California Public Employees Retirement System Sacramento, California $162B AUM 25.78% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
BA
BlackRock Advisors Wilmington, Delaware $98.8B AUM 15.8% 1-Year Est. Return

Northwestern Mutual Wealth Management's SOFO Position: Q3 2013 in Review

Northwestern Mutual Wealth Management sold out of Sonic Foundry, Inc. Common Stock (SOFO) in Q3 2013, closing a stake of 10 shares.

Northwestern Mutual Wealth Management first reported a position in SOFO in Q2 2013 and held it in 1 quarter. The position peaked at $0 in Q2 2013. 16 funds tracked by Wall St. Rank hold SOFO as of Q3 2013.

  • Northwestern Mutual Wealth Management reported no remaining Sonic Foundry, Inc. Common Stock position as of Q3 2013 after selling out during the quarter.
  • Northwestern Mutual Wealth Management sold 10 Sonic Foundry, Inc. Common Stock shares in Q3 2013.
  • Northwestern Mutual Wealth Management first reported a position in Sonic Foundry, Inc. Common Stock in Q2 2013 and held it in 1 quarter.
  • Northwestern Mutual Wealth Management's Sonic Foundry, Inc. Common Stock position peaked at $0 in Q2 2013.
  • 16 funds tracked by Wall St. Rank held Sonic Foundry, Inc. Common Stock as of Q3 2013.

Based on Northwestern Mutual Wealth Management's 13F filing for Q3 2013, filed 14 Nov 2013.