Northwestern Mutual Investment Services’s State Street SPDR Bloomberg International Treasury Bond ETF BWX Stock Holding History

Northwestern Mutual Investment Services’s Portfolio BWX Stock Details BWX Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2015 Q3	–	Sell	-1,924	Closed	-$50K	–	313
2015 Q2	$50K	Hold	1,924	–	–	0.01%	19
2015 Q1	$51K	Sell	1,924 -10	-0.5%	-$270	0.01%	18
2014 Q4	$54K	Buy	1,934 +1,054	+120%	+$29.9K	0.02%	17
2014 Q3	$25K	Sell	880 -160,768	-99%	-$4.79M	0.01%	25
2014 Q2	$4.92M	Buy	161,648 +92	+0.1%	+$2.75K	1.77%	13
2014 Q1	$4.8M	Buy	161,556 +11,562	+8%	+$338K	2.05%	13
2013 Q4	$4.33M	Buy	+149,994	New	+$4.38M	2.19%	12

Other funds holding BWX

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return

Leuthold Group Minneapolis, Minnesota $939M AUM 37.7% 1-Year Est. Return

QS Investors New York $8.47B AUM 30.71% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

CPS

Counsel Portfolio Services Mississauga, Ontario, Canada $1.01B AUM 2.83% 1-Year Est. Return

PAM

Panagora Asset Management Boston, Massachusetts $26.7B AUM 36.4% 1-Year Est. Return

APCM

Alaska Permanent Capital Management Anchorage, Alaska $1.43B AUM 13.12% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Northwestern Mutual Investment Services's BWX Position: Q3 2015 in Review

Northwestern Mutual Investment Services sold out of State Street SPDR Bloomberg International Treasury Bond ETF (BWX) in Q3 2015, closing a stake of 1,924 shares — an estimated $50K sold.

Northwestern Mutual Investment Services first reported a position in BWX in Q4 2013 and held it in 7 quarters. The position peaked at $4.92M in Q2 2014. 144 funds tracked by Wall St. Rank hold BWX as of Q3 2015.

Northwestern Mutual Investment Services reported no remaining State Street SPDR Bloomberg International Treasury Bond ETF position as of Q3 2015 after selling out during the quarter.
Northwestern Mutual Investment Services sold 1,924 State Street SPDR Bloomberg International Treasury Bond ETF shares in Q3 2015, an estimated $50K.
Northwestern Mutual Investment Services first reported a position in State Street SPDR Bloomberg International Treasury Bond ETF in Q4 2013 and held it in 7 quarters.
Northwestern Mutual Investment Services's State Street SPDR Bloomberg International Treasury Bond ETF position peaked at $4.92M in Q2 2014.
144 funds tracked by Wall St. Rank held State Street SPDR Bloomberg International Treasury Bond ETF as of Q3 2015.

Based on Northwestern Mutual Investment Services's 13F filing for Q3 2015, filed 16 Nov 2015.