NMIS
GS icon

Northwestern Mutual Investment Services’s Goldman Sachs GS Stock Holding History

Northwestern Mutual Investment Services’s Portfolio GS Stock Details GS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q3 		– Sell
-75
Closed -$13K – 88
2014
Q2 		$13K Sell
75
-509
-87% -$82.1K ﹤0.01% 43
2014
Q1 		$96K Hold
584
– – 0.04% 18
2013
Q4 		$104K Buy
+584
New +$96.3K 0.05% 18

Other funds holding GS

State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

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

Northwestern Mutual Investment Services sold out of Goldman Sachs (GS) in Q3 2014, closing a stake of 75 shares — an estimated $13K sold.

Northwestern Mutual Investment Services first reported a position in GS in Q4 2013 and held it in 3 quarters. The position peaked at $104K in Q4 2013. 935 funds tracked by Wall St. Rank hold GS as of Q3 2014.

  • Northwestern Mutual Investment Services reported no remaining Goldman Sachs position as of Q3 2014 after selling out during the quarter.
  • Northwestern Mutual Investment Services sold 75 Goldman Sachs shares in Q3 2014, an estimated $13K.
  • Northwestern Mutual Investment Services first reported a position in Goldman Sachs in Q4 2013 and held it in 3 quarters.
  • Northwestern Mutual Investment Services's Goldman Sachs position peaked at $104K in Q4 2013.
  • 935 funds tracked by Wall St. Rank held Goldman Sachs as of Q3 2014.

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