Northwestern Mutual Wealth Management
VFL

Northwestern Mutual Wealth Management’s abrdn National Municipal Income Fund VFL Stock Holding History

Northwestern Mutual Wealth Management’s Portfolio VFL Stock Details VFL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q4 		– Sell
-12,576
Closed -$108K – 3690
2023
Q3 		$108K Buy
12,576
+12,553
+54,578% +$121K ﹤0.01% 1686
2023
Q2 		$231 Buy
+23
New +$236 ﹤0.01% 3232
2019
Q1 		– Sell
-2,000
Closed -$24K – 2707
2018
Q4 		$24K Sell
2,000
-1,200
-38% -$14.3K ﹤0.01% 1533
2018
Q3 		$39K Sell
3,200
-800
-20% -$9.98K ﹤0.01% 1414
2018
Q2 		$50K Sell
4,000
-5,520
-58% -$68.9K ﹤0.01% 1245
2018
Q1 		$120K Buy
9,520
+3,120
+49% +$40.3K ﹤0.01% 897
2017
Q4 		$85K Sell
6,400
-1,000
-14% -$13.4K ﹤0.01% 974
2017
Q3 		$100K Hold
7,400
– – ﹤0.01% 885
2017
Q2 		$99K Hold
7,400
– – ﹤0.01% 887
2017
Q1 		$96K Sell
7,400
-2,715
-27% -$35.3K ﹤0.01% 843
2016
Q4 		$133K Buy
10,115
+5,715
+130% +$76.3K ﹤0.01% 745
2016
Q3 		$62K Buy
+4,400
New +$63.6K ﹤0.01% 904

Other funds holding VFL

MSL
Mackay Shields LLC New York $2.99B AUM 3.89% 1-Year Est. Return
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return
LSC
Logan Stone Capital Chicago, Illinois $473M AUM 0.79% 1-Year Est. Return
SCM
Saba Capital Management New York $3.9B AUM 12.9% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2.1B AUM 2.15% 1-Year Est. Return
MC
Matisse Capital Portland, Oregon $250M AUM 26.81% 1-Year Est. Return
AC
Almitas Capital Santa Monica, California $417M AUM 22.81% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return
AA
AQR Arbitrage Greenwich, Connecticut $7.02B AUM 31.58% 1-Year Est. Return
WAM
Wolverine Asset Management Chicago, Illinois $11.4B AUM 5.65% 1-Year Est. Return

Northwestern Mutual Wealth Management's VFL Position: Q4 2023 in Review

Northwestern Mutual Wealth Management sold out of abrdn National Municipal Income Fund (VFL) in Q4 2023, closing a stake of 12,576 shares — an estimated $108K sold.

Northwestern Mutual Wealth Management first reported a position in VFL in Q3 2016 and held it in 12 quarters. The position peaked at $133K in Q4 2016. 58 funds tracked by Wall St. Rank hold VFL as of Q4 2023.

  • Northwestern Mutual Wealth Management reported no remaining abrdn National Municipal Income Fund position as of Q4 2023 after selling out during the quarter.
  • Northwestern Mutual Wealth Management sold 12,576 abrdn National Municipal Income Fund shares in Q4 2023, an estimated $108K.
  • Northwestern Mutual Wealth Management first reported a position in abrdn National Municipal Income Fund in Q3 2016 and held it in 12 quarters.
  • Northwestern Mutual Wealth Management's abrdn National Municipal Income Fund position peaked at $133K in Q4 2016.
  • 58 funds tracked by Wall St. Rank held abrdn National Municipal Income Fund as of Q4 2023.

Based on Northwestern Mutual Wealth Management's 13F filing for Q4 2023, filed 13 Feb 2024.