NMIS
SDY icon

Northwestern Mutual Investment Services’s State Street SPDR S&P Dividend ETF SDY Stock Holding History

Northwestern Mutual Investment Services’s Portfolio SDY Stock Details SDY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q2 		– Sell
-51
Closed -$4K – 154
2014
Q1 		$4K Buy
+51
New +$3.67K ﹤0.01% 60

Other funds holding SDY

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
U
UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
MAA
Managed Account Advisors Jersey City, New Jersey $121B AUM 7.32% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
SB
Suntrust Banks Atlanta, Georgia $19.2B AUM 0.83% 1-Year Est. Return
JIC
Joel Isaacson & Co New York $3.02B AUM 21.81% 1-Year Est. Return
CNB
City National Bank Beverly Hills, California $11.6B AUM 3.11% 1-Year Est. Return

Northwestern Mutual Investment Services's SDY Position: Q2 2014 in Review

Northwestern Mutual Investment Services sold out of State Street SPDR S&P Dividend ETF (SDY) in Q2 2014, closing a stake of 51 shares — an estimated $4K sold.

Northwestern Mutual Investment Services first reported a position in SDY in Q1 2014 and held it in 1 quarter. The position peaked at $4K in Q1 2014. 398 funds tracked by Wall St. Rank hold SDY as of Q2 2014.

  • Northwestern Mutual Investment Services reported no remaining State Street SPDR S&P Dividend ETF position as of Q2 2014 after selling out during the quarter.
  • Northwestern Mutual Investment Services sold 51 State Street SPDR S&P Dividend ETF shares in Q2 2014, an estimated $4K.
  • Northwestern Mutual Investment Services first reported a position in State Street SPDR S&P Dividend ETF in Q1 2014 and held it in 1 quarter.
  • Northwestern Mutual Investment Services's State Street SPDR S&P Dividend ETF position peaked at $4K in Q1 2014.
  • 398 funds tracked by Wall St. Rank held State Street SPDR S&P Dividend ETF as of Q2 2014.

Based on Northwestern Mutual Investment Services's 13F filing for Q2 2014, filed 5 Aug 2014.