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Northwestern Mutual Investment Services’s iShares Preferred and Income Securities ETF PFF Stock Holding History

Northwestern Mutual Investment Services’s Portfolio PFF Stock Details PFF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q3 		– Sell
-125
Closed -$5K – 112
2014
Q2 		$5K Buy
125
+1
+0.8% +$39 ﹤0.01% 77
2014
Q1 		$5K Buy
+124
New +$4.74K ﹤0.01% 46

Other funds holding PFF

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Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
U
UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return

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

Northwestern Mutual Investment Services sold out of iShares Preferred and Income Securities ETF (PFF) in Q3 2014, closing a stake of 125 shares — an estimated $5K sold.

Northwestern Mutual Investment Services first reported a position in PFF in Q1 2014 and held it in 2 quarters. The position peaked at $5K in Q2 2014. 409 funds tracked by Wall St. Rank hold PFF as of Q3 2014.

  • Northwestern Mutual Investment Services reported no remaining iShares Preferred and Income Securities ETF position as of Q3 2014 after selling out during the quarter.
  • Northwestern Mutual Investment Services sold 125 iShares Preferred and Income Securities ETF shares in Q3 2014, an estimated $5K.
  • Northwestern Mutual Investment Services first reported a position in iShares Preferred and Income Securities ETF in Q1 2014 and held it in 2 quarters.
  • Northwestern Mutual Investment Services's iShares Preferred and Income Securities ETF position peaked at $5K in Q2 2014.
  • 409 funds tracked by Wall St. Rank held iShares Preferred and Income Securities ETF as of Q3 2014.

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