Northwestern Mutual Wealth Management
TRT

Northwestern Mutual Wealth Management’s Trio-Tech International TRT Stock Holding History

Northwestern Mutual Wealth Management’s Portfolio TRT Stock Details TRT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q2 		– Sell
-1,984
Closed -$3K – 2691
2020
Q1 		$3K Buy
+1,984
New +$3.78K ﹤0.01% 2191

Other funds holding TRT

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
BCM
Bridgeway Capital Management Houston, Texas $4.97B AUM 44.96% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
WS
Wedbush Securities Los Angeles, California $3.43B AUM 24.13% 1-Year Est. Return
JIR
James Investment Research Alpha, Ohio $891M AUM 30.4% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

Northwestern Mutual Wealth Management sold out of Trio-Tech International (TRT) in Q2 2020, closing a stake of 1,984 shares — an estimated $3K sold.

Northwestern Mutual Wealth Management first reported a position in TRT in Q1 2020 and held it in 1 quarter. The position peaked at $3K in Q1 2020. 14 funds tracked by Wall St. Rank hold TRT as of Q2 2020.

  • Northwestern Mutual Wealth Management reported no remaining Trio-Tech International position as of Q2 2020 after selling out during the quarter.
  • Northwestern Mutual Wealth Management sold 1,984 Trio-Tech International shares in Q2 2020, an estimated $3K.
  • Northwestern Mutual Wealth Management first reported a position in Trio-Tech International in Q1 2020 and held it in 1 quarter.
  • Northwestern Mutual Wealth Management's Trio-Tech International position peaked at $3K in Q1 2020.
  • 14 funds tracked by Wall St. Rank held Trio-Tech International as of Q2 2020.

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