Northwestern Mutual Wealth Management
VMM

Northwestern Mutual Wealth Management’s Delaware Investments Minnesota Municipal Income Fund II VMM Stock Holding History

Northwestern Mutual Wealth Management’s Portfolio VMM Stock Details VMM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q2 		– Sell
-2,000
Closed -$25K – 2776
2020
Q1 		$25K Buy
+2,000
New +$26.5K ﹤0.01% 1627
2018
Q4 		– Sell
-11,971
Closed -$142K – 2726
2018
Q3 		$142K Sell
11,971
-66
-0.5% -$815 ﹤0.01% 928
2018
Q2 		$149K Buy
12,037
+133
+1% +$1.67K ﹤0.01% 861
2018
Q1 		$150K Buy
11,904
+34
+0.3% +$443 ﹤0.01% 820
2017
Q4 		$160K Buy
11,870
+33
+0.3% +$455 ﹤0.01% 790
2017
Q3 		$169K Buy
11,837
+33
+0.3% +$481 ﹤0.01% 738
2017
Q2 		$173K Buy
11,804
+35
+0.3% +$513 ﹤0.01% 716
2017
Q1 		$171K Buy
11,769
+11
+0.1% +$155 ﹤0.01% 688
2016
Q4 		$159K Buy
+11,758
New +$163K ﹤0.01% 696
2016
Q3 		– Sell
-8,258
Closed -$126K – 1696
2016
Q2 		$126K Hold
8,258
– – ﹤0.01% 670
2016
Q1 		$121K Buy
+8,258
New +$115K ﹤0.01% 656
2015
Q2 		– Sell
-2,475
Closed -$34K – 1690
2015
Q1 		$34K Hold
2,475
– – ﹤0.01% 742
2014
Q4 		$33K Hold
2,475
– – ﹤0.01% 750
2014
Q3 		$33K Hold
2,475
– – ﹤0.01% 696
2014
Q2 		$35K Hold
2,475
– – ﹤0.01% 661
2014
Q1 		$33K Hold
2,475
– – ﹤0.01% 666
2013
Q4 		$30K Buy
+2,475
New +$30.9K ﹤0.01% 704
2013
Q3 		– Sell
-7,580
Closed -$104K – 1511
2013
Q2 		$104K Buy
+7,580
New +$111K 0.01% 432

Other funds holding VMM

MSL
Mackay Shields LLC New York $2.99B AUM 3.89% 1-Year Est. Return
BI
Bulldog Investors Saddle Brook, New Jersey $445M AUM 2.55% 1-Year Est. Return
SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
SCM
Saba Capital Management New York $3.62B AUM 13% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
BFM
Boothbay Fund Management New York $7.71B AUM 106.31% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
MGWM
Marks Group Wealth Management Minnetonka, Minnesota $1.15B AUM 16.94% 1-Year Est. Return

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

Northwestern Mutual Wealth Management sold out of Delaware Investments Minnesota Municipal Income Fund II (VMM) in Q2 2020, closing a stake of 2,000 shares — an estimated $25K sold.

Northwestern Mutual Wealth Management first reported a position in VMM in Q2 2013 and held it in 18 quarters. The position peaked at $173K in Q2 2017. 33 funds tracked by Wall St. Rank hold VMM as of Q2 2020.

  • Northwestern Mutual Wealth Management reported no remaining Delaware Investments Minnesota Municipal Income Fund II position as of Q2 2020 after selling out during the quarter.
  • Northwestern Mutual Wealth Management sold 2,000 Delaware Investments Minnesota Municipal Income Fund II shares in Q2 2020, an estimated $25K.
  • Northwestern Mutual Wealth Management first reported a position in Delaware Investments Minnesota Municipal Income Fund II in Q2 2013 and held it in 18 quarters.
  • Northwestern Mutual Wealth Management's Delaware Investments Minnesota Municipal Income Fund II position peaked at $173K in Q2 2017.
  • 33 funds tracked by Wall St. Rank held Delaware Investments Minnesota Municipal Income Fund II as of Q2 2020.

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