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Northwestern Mutual Investment Services’s Invesco S&P 500 BuyWrite ETF PBP Stock Holding History

Northwestern Mutual Investment Services’s Portfolio PBP Stock Details PBP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q1 		– Sell
-135
Closed -$3K – 128
2013
Q4 		$3K Buy
+135
New +$2.79K ﹤0.01% 52

Other funds holding PBP

Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
AGA
Accuvest Global Advisors Provo, Utah $107M AUM 6.41% 1-Year Est. Return
IWC
Integrated Wealth Counsel Carmel, California $46.5M AUM 7.34% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
NYLIM
New York Life Investment Management New York $11.8B AUM 23.45% 1-Year Est. Return
ECM
ETrade Capital Management Arlington, Virginia $5.37B AUM 10.84% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
U
UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return

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

Northwestern Mutual Investment Services sold out of Invesco S&P 500 BuyWrite ETF (PBP) in Q1 2014, closing a stake of 135 shares — an estimated $3K sold.

Northwestern Mutual Investment Services first reported a position in PBP in Q4 2013 and held it in 1 quarter. The position peaked at $3K in Q4 2013. 44 funds tracked by Wall St. Rank hold PBP as of Q1 2014.

  • Northwestern Mutual Investment Services reported no remaining Invesco S&P 500 BuyWrite ETF position as of Q1 2014 after selling out during the quarter.
  • Northwestern Mutual Investment Services sold 135 Invesco S&P 500 BuyWrite ETF shares in Q1 2014, an estimated $3K.
  • Northwestern Mutual Investment Services first reported a position in Invesco S&P 500 BuyWrite ETF in Q4 2013 and held it in 1 quarter.
  • Northwestern Mutual Investment Services's Invesco S&P 500 BuyWrite ETF position peaked at $3K in Q4 2013.
  • 44 funds tracked by Wall St. Rank held Invesco S&P 500 BuyWrite ETF as of Q1 2014.

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