Northwestern Mutual Wealth Management’s Wellesley Bancorp, Inc. WEBK Stock Holding History

Northwestern Mutual Wealth Management’s Portfolio WEBK Stock Details WEBK Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q3	–	Sell	-225	Closed	-$7K	–	2790
2019 Q2	$7K	Hold	225	–	–	﹤0.01%	2067
2019 Q1	$7K	Buy	+225	New	+$6.93K	﹤0.01%	2071

Other funds holding WEBK

Stilwell Value New York $167M AUM 3.79% 1-Year Est. Return

BFC

Banc Funds Company Chicago, Illinois $537M AUM 17.34% 1-Year Est. Return

SCP

Siena Capital Partners Chicago, Illinois $385M AUM 11.48% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

CCM

Cutler Capital Management Worcester, Massachusetts $370M AUM 15.34% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

SCP

Seizert Capital Partners Birmingham, Michigan $2.17B AUM 11.2% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

HCM

Howland Capital Management Boston, Massachusetts $2.77B AUM 19.56% 1-Year Est. Return

AMI

Amica Mutual Insurance Providence, Rhode Island $1.16B AUM 21.34% 1-Year Est. Return

Northwestern Mutual Wealth Management's WEBK Position: Q3 2019 in Review

Northwestern Mutual Wealth Management sold out of Wellesley Bancorp, Inc. (WEBK) in Q3 2019, closing a stake of 225 shares — an estimated $7K sold.

Northwestern Mutual Wealth Management first reported a position in WEBK in Q1 2019 and held it in 2 quarters. The position peaked at $7K in Q2 2019. 20 funds tracked by Wall St. Rank hold WEBK as of Q3 2019.

Northwestern Mutual Wealth Management reported no remaining Wellesley Bancorp, Inc. position as of Q3 2019 after selling out during the quarter.
Northwestern Mutual Wealth Management sold 225 Wellesley Bancorp, Inc. shares in Q3 2019, an estimated $7K.
Northwestern Mutual Wealth Management first reported a position in Wellesley Bancorp, Inc. in Q1 2019 and held it in 2 quarters.
Northwestern Mutual Wealth Management's Wellesley Bancorp, Inc. position peaked at $7K in Q2 2019.
20 funds tracked by Wall St. Rank held Wellesley Bancorp, Inc. as of Q3 2019.

Based on Northwestern Mutual Wealth Management's 13F filing for Q3 2019, filed 12 Nov 2019.