Northwestern Mutual Wealth Management
TAI

Northwestern Mutual Wealth Management’s TRANSAMERICA INCOME SHS INC TAI Stock Holding History

Northwestern Mutual Wealth Management’s Portfolio TAI Stock Details TAI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2013
Q4 		– Sell
-1,400
Closed -$29K – 1662
2013
Q3 		$29K Buy
+1,400
New +$28.5K ﹤0.01% 667

Other funds holding TAI

1CP
1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
KIM
Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
U
UBS Zurich, Switzerland $136B AUM 16.35% 1-Year Est. Return
SCM
Saba Capital Management New York $3.62B AUM 12.96% 1-Year Est. Return
GIP
Granite Investment Partners El Segundo, California $1.95B AUM 49.89% 1-Year Est. Return
CA
Cornerstone Advisors Asheville, North Carolina $3.04B AUM 36.62% 1-Year Est. Return

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

Northwestern Mutual Wealth Management sold out of TRANSAMERICA INCOME SHS INC (TAI) in Q4 2013, closing a stake of 1,400 shares — an estimated $29K sold.

Northwestern Mutual Wealth Management first reported a position in TAI in Q3 2013 and held it in 1 quarter. The position peaked at $29K in Q3 2013. 26 funds tracked by Wall St. Rank hold TAI as of Q4 2013.

  • Northwestern Mutual Wealth Management reported no remaining TRANSAMERICA INCOME SHS INC position as of Q4 2013 after selling out during the quarter.
  • Northwestern Mutual Wealth Management sold 1,400 TRANSAMERICA INCOME SHS INC shares in Q4 2013, an estimated $29K.
  • Northwestern Mutual Wealth Management first reported a position in TRANSAMERICA INCOME SHS INC in Q3 2013 and held it in 1 quarter.
  • Northwestern Mutual Wealth Management's TRANSAMERICA INCOME SHS INC position peaked at $29K in Q3 2013.
  • 26 funds tracked by Wall St. Rank held TRANSAMERICA INCOME SHS INC as of Q4 2013.

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