Northwestern Mutual Investment Services’s iShares Core High Dividend ETF HDV Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2015 Q1	–	Sell	-425	Closed	-$7K	–	101
2014 Q4	$7K	Buy	+425	New	+$6.48K	﹤0.01%	28
2014 Q1	–	Sell	-275	Closed	-$4K	–	110
2013 Q4	$4K	Buy	+275	New	+$3.81K	﹤0.01%	44

Other funds holding HDV

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

NLI

Nippon Life Insurance Tokyo, Japan $6.04B AUM 4.21% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

SWA

SFMG Wealth Advisors Plano, Texas $1.48B AUM 15.85% 1-Year Est. Return

PPFA

Provida Pension Fund Administrator Las Condes, Santiago, Chile $5.78B AUM 21.16% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Mizuho Bank Tokyo, Japan $369M AUM 53.09% 1-Year Est. Return

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

Northwestern Mutual Investment Services's HDV Position: Q1 2015 in Review

Northwestern Mutual Investment Services sold out of iShares Core High Dividend ETF (HDV) in Q1 2015, closing a stake of 425 shares — an estimated $7K sold.

Northwestern Mutual Investment Services first reported a position in HDV in Q4 2013 and held it in 2 quarters. The position peaked at $7K in Q4 2014. 214 funds tracked by Wall St. Rank hold HDV as of Q1 2015.

Northwestern Mutual Investment Services reported no remaining iShares Core High Dividend ETF position as of Q1 2015 after selling out during the quarter.
Northwestern Mutual Investment Services sold 425 iShares Core High Dividend ETF shares in Q1 2015, an estimated $7K.
Northwestern Mutual Investment Services first reported a position in iShares Core High Dividend ETF in Q4 2013 and held it in 2 quarters.
Northwestern Mutual Investment Services's iShares Core High Dividend ETF position peaked at $7K in Q4 2014.
214 funds tracked by Wall St. Rank held iShares Core High Dividend ETF as of Q1 2015.

Based on Northwestern Mutual Investment Services's 13F filing for Q1 2015, filed 15 May 2015.