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Northwestern Mutual Investment Services’s Invesco S&P 500 Equal Weight ETF RSP Stock Holding History

Northwestern Mutual Investment Services’s Portfolio RSP Stock Details RSP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q1 		– Sell
-245
Closed -$19K – 70
2015
Q4 		$19K Buy
+245
New +$19K ﹤0.01% 21
2014
Q4 		– Sell
-659
Closed -$50K – 148
2014
Q3 		$50K Buy
+659
New +$50.6K 0.02% 20

Other funds holding RSP

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
LIA
LBMC Investment Advisors Brentwood, Tennessee $1.85B AUM 20.23% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Northwestern Mutual Investment Services's RSP Position: Q1 2016 in Review

Northwestern Mutual Investment Services sold out of Invesco S&P 500 Equal Weight ETF (RSP) in Q1 2016, closing a stake of 245 shares — an estimated $19K sold.

Northwestern Mutual Investment Services first reported a position in RSP in Q3 2014 and held it in 2 quarters. The position peaked at $50K in Q3 2014. 329 funds tracked by Wall St. Rank hold RSP as of Q1 2016.

  • Northwestern Mutual Investment Services reported no remaining Invesco S&P 500 Equal Weight ETF position as of Q1 2016 after selling out during the quarter.
  • Northwestern Mutual Investment Services sold 245 Invesco S&P 500 Equal Weight ETF shares in Q1 2016, an estimated $19K.
  • Northwestern Mutual Investment Services first reported a position in Invesco S&P 500 Equal Weight ETF in Q3 2014 and held it in 2 quarters.
  • Northwestern Mutual Investment Services's Invesco S&P 500 Equal Weight ETF position peaked at $50K in Q3 2014.
  • 329 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight ETF as of Q1 2016.

Based on Northwestern Mutual Investment Services's 13F filing for Q1 2016.