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Northwestern Mutual Investment Services’s Invesco DB Energy Fund DBE Stock Holding History

Northwestern Mutual Investment Services’s Portfolio DBE Stock Details DBE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q3 		– Sell
-40
Closed -$1K – 71
2014
Q2 		$1K Buy
+40
New +$1.2K ﹤0.01% 98

Other funds holding DBE

Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
GLI
Guardian Life Insurance New York $199K AUM
QI
QS Investors New York $8.47B AUM 30.71% 1-Year Est. Return
EA
Evanston Advisors Schaumburg, Illinois $368M AUM 7.83% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
HMC
Harvard Management Company Boston, Massachusetts $1.82B AUM 26.23% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
BA
Boston Advisors Boston, Massachusetts $1.91B AUM 6.26% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Northwestern Mutual Investment Services's DBE Position: Q3 2014 in Review

Northwestern Mutual Investment Services sold out of Invesco DB Energy Fund (DBE) in Q3 2014, closing a stake of 40 shares — an estimated $1K sold.

Northwestern Mutual Investment Services first reported a position in DBE in Q2 2014 and held it in 1 quarter. The position peaked at $1K in Q2 2014. 43 funds tracked by Wall St. Rank hold DBE as of Q3 2014.

  • Northwestern Mutual Investment Services reported no remaining Invesco DB Energy Fund position as of Q3 2014 after selling out during the quarter.
  • Northwestern Mutual Investment Services sold 40 Invesco DB Energy Fund shares in Q3 2014, an estimated $1K.
  • Northwestern Mutual Investment Services first reported a position in Invesco DB Energy Fund in Q2 2014 and held it in 1 quarter.
  • Northwestern Mutual Investment Services's Invesco DB Energy Fund position peaked at $1K in Q2 2014.
  • 43 funds tracked by Wall St. Rank held Invesco DB Energy Fund as of Q3 2014.

Based on Northwestern Mutual Investment Services's 13F filing for Q3 2014, filed 14 Nov 2014.