Northwestern Mutual Wealth Management’s Essential Utilities, Inc.6.00% Tangible Equity Units WTRU Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q3	–	Sell	-169	Closed	-$10K	–	2759
2020 Q2	$10K	Hold	169	–	–	﹤0.01%	1919
2020 Q1	$9K	Hold	169	–	–	﹤0.01%	1934
2019 Q4	$11K	Hold	169	–	–	﹤0.01%	1923
2019 Q3	$10K	Buy	+169	New	+$9.88K	﹤0.01%	1939

Other funds holding WTRU

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Nuance Investments Kansas City, Missouri $717M AUM 3.8% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

CAM

Camden Asset Management Los Angeles, California $2.94B AUM 14.59% 1-Year Est. Return

Calamos Advisors Naperville, Illinois $28.2B AUM 21.78% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

BCM

BlueCrest Capital Management St Helier, Jersey $1.69B AUM 20.01% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Northwestern Mutual Wealth Management's WTRU Position: Q3 2020 in Review

Northwestern Mutual Wealth Management sold out of Essential Utilities, Inc.6.00% Tangible Equity Units (WTRU) in Q3 2020, closing a stake of 169 shares — an estimated $10K sold.

Northwestern Mutual Wealth Management first reported a position in WTRU in Q3 2019 and held it in 4 quarters. The position peaked at $11K in Q4 2019. 41 funds tracked by Wall St. Rank hold WTRU as of Q3 2020.

Northwestern Mutual Wealth Management reported no remaining Essential Utilities, Inc.6.00% Tangible Equity Units position as of Q3 2020 after selling out during the quarter.
Northwestern Mutual Wealth Management sold 169 Essential Utilities, Inc.6.00% Tangible Equity Units shares in Q3 2020, an estimated $10K.
Northwestern Mutual Wealth Management first reported a position in Essential Utilities, Inc.6.00% Tangible Equity Units in Q3 2019 and held it in 4 quarters.
Northwestern Mutual Wealth Management's Essential Utilities, Inc.6.00% Tangible Equity Units position peaked at $11K in Q4 2019.
41 funds tracked by Wall St. Rank held Essential Utilities, Inc.6.00% Tangible Equity Units as of Q3 2020.

Based on Northwestern Mutual Wealth Management's 13F filing for Q3 2020, filed 13 Nov 2020.