Northwestern Mutual Wealth Management
SPE

Northwestern Mutual Wealth Management’s Special Opportunities Fund SPE Stock Holding History

Northwestern Mutual Wealth Management’s Portfolio SPE Stock Details SPE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q2 		– Sell
-837
Closed -$8K – 2669
2020
Q1 		$8K Buy
+837
New +$10.7K ﹤0.01% 1954

Other funds holding SPE

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SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
EP
EPIQ Partners Minneapolis, Minnesota $236M AUM 15.39% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return
BBPWM
Blue Bell Private Wealth Management Blue Bell, Pennsylvania $696M AUM 17.73% 1-Year Est. Return
CL
CSS LLC Chicago, Illinois $2.09B AUM 59.56% 1-Year Est. Return
SFS
Shaker Financial Services Arlington, Virginia $319M AUM 3.9% 1-Year Est. Return
AA
Ancora Advisors Cleveland, Ohio $4.7B AUM 19.05% 1-Year Est. Return
SC
Scotia Capital Toronto, Ontario, Canada $24.3B AUM 29.21% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return

Northwestern Mutual Wealth Management's SPE Position: Q2 2020 in Review

Northwestern Mutual Wealth Management sold out of Special Opportunities Fund (SPE) in Q2 2020, closing a stake of 837 shares — an estimated $8K sold.

Northwestern Mutual Wealth Management first reported a position in SPE in Q1 2020 and held it in 1 quarter. The position peaked at $8K in Q1 2020. 29 funds tracked by Wall St. Rank hold SPE as of Q2 2020.

  • Northwestern Mutual Wealth Management reported no remaining Special Opportunities Fund position as of Q2 2020 after selling out during the quarter.
  • Northwestern Mutual Wealth Management sold 837 Special Opportunities Fund shares in Q2 2020, an estimated $8K.
  • Northwestern Mutual Wealth Management first reported a position in Special Opportunities Fund in Q1 2020 and held it in 1 quarter.
  • Northwestern Mutual Wealth Management's Special Opportunities Fund position peaked at $8K in Q1 2020.
  • 29 funds tracked by Wall St. Rank held Special Opportunities Fund as of Q2 2020.

Based on Northwestern Mutual Wealth Management's 13F filing for Q2 2020, filed 14 Aug 2020.