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Northwestern Mutual Investment Services’s iShares US Energy ETF IYE Stock Holding History

Northwestern Mutual Investment Services’s Portfolio IYE Stock Details IYE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q1 		– Sell
-100
Closed -$5K – 123
2013
Q4 		$5K Buy
+100
New +$4.9K ﹤0.01% 38

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UCFA
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TFA
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PI
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Goldman Sachs
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Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Northwestern Mutual Investment Services's IYE Position: Q1 2014 in Review

Northwestern Mutual Investment Services sold out of iShares US Energy ETF (IYE) in Q1 2014, closing a stake of 100 shares — an estimated $5K sold.

Northwestern Mutual Investment Services first reported a position in IYE in Q4 2013 and held it in 1 quarter. The position peaked at $5K in Q4 2013. 131 funds tracked by Wall St. Rank hold IYE as of Q1 2014.

  • Northwestern Mutual Investment Services reported no remaining iShares US Energy ETF position as of Q1 2014 after selling out during the quarter.
  • Northwestern Mutual Investment Services sold 100 iShares US Energy ETF shares in Q1 2014, an estimated $5K.
  • Northwestern Mutual Investment Services first reported a position in iShares US Energy ETF in Q4 2013 and held it in 1 quarter.
  • Northwestern Mutual Investment Services's iShares US Energy ETF position peaked at $5K in Q4 2013.
  • 131 funds tracked by Wall St. Rank held iShares US Energy ETF as of Q1 2014.

Based on Northwestern Mutual Investment Services's 13F filing for Q1 2014, filed 15 May 2014.