Northwestern Mutual Wealth Management
TWN

Northwestern Mutual Wealth Management’s Taiwan Fund TWN Stock Holding History

Northwestern Mutual Wealth Management’s Portfolio TWN Stock Details TWN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q3 		– Sell
-13
Closed – – 2636
2018
Q2 		$0 Buy
+13
New +$269 ﹤0.01% 2492
2017
Q2 		– Sell
-1,386
Closed -$25K – 2163
2017
Q1 		$25K Buy
+1,386
New +$23.9K ﹤0.01% 1256

Other funds holding TWN

COLIM
City of London Investment Management London, United Kingdom $1.38B AUM 42.43% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return
BI
Bulldog Investors Saddle Brook, New Jersey $445M AUM 2.55% 1-Year Est. Return
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
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $61.9B AUM 29.81% 1-Year Est. Return
TJHA
Thomas J. Herzfeld Advisors Miami Beach, Florida $294M AUM 2.62% 1-Year Est. Return
KIM
Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return
SO
STRS Ohio Columbus, Ohio $25.2B AUM 30.31% 1-Year Est. Return
CL
CSS LLC Chicago, Illinois $2.09B AUM 59.56% 1-Year Est. Return

Northwestern Mutual Wealth Management's TWN Position: Q3 2018 in Review

Northwestern Mutual Wealth Management sold out of Taiwan Fund (TWN) in Q3 2018, closing a stake of 13 shares.

Northwestern Mutual Wealth Management first reported a position in TWN in Q1 2017 and held it in 2 quarters. The position peaked at $25K in Q1 2017. 24 funds tracked by Wall St. Rank hold TWN as of Q3 2018.

  • Northwestern Mutual Wealth Management reported no remaining Taiwan Fund position as of Q3 2018 after selling out during the quarter.
  • Northwestern Mutual Wealth Management sold 13 Taiwan Fund shares in Q3 2018.
  • Northwestern Mutual Wealth Management first reported a position in Taiwan Fund in Q1 2017 and held it in 2 quarters.
  • Northwestern Mutual Wealth Management's Taiwan Fund position peaked at $25K in Q1 2017.
  • 24 funds tracked by Wall St. Rank held Taiwan Fund as of Q3 2018.

Based on Northwestern Mutual Wealth Management's 13F filing for Q3 2018, filed 1 Nov 2018.