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Northwestern Mutual Investment Services’s iShares Select Dividend ETF DVY Stock Holding History

Northwestern Mutual Investment Services’s Portfolio DVY Stock Details DVY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q3 		– Sell
-110
Closed -$8K – 74
2014
Q2 		$8K Buy
+110
New +$8.22K ﹤0.01% 65
2014
Q1 		– Sell
-72
Closed -$5K – 104
2013
Q4 		$5K Buy
+72
New +$5.01K ﹤0.01% 35

Other funds holding DVY

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
NLI
Nippon Life Insurance Tokyo, Japan $6.04B AUM 4.21% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
U
UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return
AC
Allstate Corporation Northbrook, Illinois $9.35B AUM 16.13% 1-Year Est. Return

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

Northwestern Mutual Investment Services sold out of iShares Select Dividend ETF (DVY) in Q3 2014, closing a stake of 110 shares — an estimated $8K sold.

Northwestern Mutual Investment Services first reported a position in DVY in Q4 2013 and held it in 2 quarters. The position peaked at $8K in Q2 2014. 516 funds tracked by Wall St. Rank hold DVY as of Q3 2014.

  • Northwestern Mutual Investment Services reported no remaining iShares Select Dividend ETF position as of Q3 2014 after selling out during the quarter.
  • Northwestern Mutual Investment Services sold 110 iShares Select Dividend ETF shares in Q3 2014, an estimated $8K.
  • Northwestern Mutual Investment Services first reported a position in iShares Select Dividend ETF in Q4 2013 and held it in 2 quarters.
  • Northwestern Mutual Investment Services's iShares Select Dividend ETF position peaked at $8K in Q2 2014.
  • 516 funds tracked by Wall St. Rank held iShares Select Dividend ETF as of Q3 2014.

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