Northwestern Mutual Wealth Management
WEA

Northwestern Mutual Wealth Management’s Western Asset Premier Bond Fund WEA Stock Holding History

Northwestern Mutual Wealth Management’s Portfolio WEA Stock Details WEA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q4 		– Sell
-16,396
Closed -$161K – 3485
2022
Q3 		$161K Buy
16,396
+2,656
+19% +$28.8K ﹤0.01% 1467
2022
Q2 		$145K Buy
13,740
+893
+7% +$9.96K ﹤0.01% 1505
2022
Q1 		$154K Sell
12,847
-2,997
-19% -$38.1K ﹤0.01% 1538
2021
Q4 		$227K Sell
15,844
-1,118
-7% -$15.7K ﹤0.01% 1383
2021
Q3 		$240K Hold
16,962
– – ﹤0.01% 1287
2021
Q2 		$250K Sell
16,962
-1,290
-7% -$18.5K ﹤0.01% 1239
2021
Q1 		$256K Hold
18,252
– – ﹤0.01% 1160
2020
Q4 		$259K Buy
+18,252
New +$247K ﹤0.01% 1049
2020
Q2 		– Sell
-5,464
Closed -$62K – 2714
2020
Q1 		$62K Buy
5,464
+4,278
+361% +$58K ﹤0.01% 1299
2019
Q4 		$17K Hold
1,186
– – ﹤0.01% 1793
2019
Q3 		$17K Hold
1,186
– – ﹤0.01% 1773
2019
Q2 		$16K Hold
1,186
– – ﹤0.01% 1806
2019
Q1 		$16K Buy
+1,186
New +$15K ﹤0.01% 1803
2018
Q4 		– Sell
-1,941
Closed -$25K – 2677
2018
Q3 		$25K Sell
1,941
-101,098
-98% -$1.28M ﹤0.01% 1571
2018
Q2 		$1.3M Buy
103,039
+1,570
+2% +$19.9K 0.01% 369
2018
Q1 		$1.31M Buy
101,469
+9,314
+10% +$123K 0.01% 348
2017
Q4 		$1.27M Buy
92,155
+15,873
+21% +$219K 0.01% 336
2017
Q3 		$1.05M Buy
76,282
+4,331
+6% +$61K 0.01% 345
2017
Q2 		$1.01M Sell
71,951
-3,162
-4% -$43.1K 0.01% 348
2017
Q1 		$1M Sell
75,113
-27,495
-27% -$369K 0.01% 336
2016
Q4 		$1.33M Buy
+102,608
New +$1.33M 0.01% 295
2014
Q2 		– Sell
-2,783
Closed -$40K – 1398
2014
Q1 		$40K Buy
+2,783
New +$40.9K ﹤0.01% 632

Other funds holding WEA

SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
1CP
1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
PMG
ProVise Management Group Clearwater, Florida $1.39B AUM 18.33% 1-Year Est. Return
Fiera Capital (Canada)
Fiera Capital (Canada) Montreal, Quebec, Canada $29.2B AUM 20.16% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return

Northwestern Mutual Wealth Management's WEA Position: Q4 2022 in Review

Northwestern Mutual Wealth Management sold out of Western Asset Premier Bond Fund (WEA) in Q4 2022, closing a stake of 16,396 shares — an estimated $161K sold.

Northwestern Mutual Wealth Management first reported a position in WEA in Q1 2014 and held it in 22 quarters. The position peaked at $1.33M in Q4 2016. 36 funds tracked by Wall St. Rank hold WEA as of Q4 2022.

  • Northwestern Mutual Wealth Management reported no remaining Western Asset Premier Bond Fund position as of Q4 2022 after selling out during the quarter.
  • Northwestern Mutual Wealth Management sold 16,396 Western Asset Premier Bond Fund shares in Q4 2022, an estimated $161K.
  • Northwestern Mutual Wealth Management first reported a position in Western Asset Premier Bond Fund in Q1 2014 and held it in 22 quarters.
  • Northwestern Mutual Wealth Management's Western Asset Premier Bond Fund position peaked at $1.33M in Q4 2016.
  • 36 funds tracked by Wall St. Rank held Western Asset Premier Bond Fund as of Q4 2022.

Based on Northwestern Mutual Wealth Management's 13F filing for Q4 2022, filed 21 Feb 2023.