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Northwestern Mutual Investment Services’s StoneX SNEX Stock Holding History

Northwestern Mutual Investment Services’s Portfolio SNEX Stock Details SNEX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q2 		– Sell
-1,493
Closed -$6K – 157
2014
Q1 		$6K Buy
+1,493
New +$5.42K ﹤0.01% 40

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RA
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JFG
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PCMF
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Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
PAIM
Punch & Associates Investment Management Edina, Minnesota $2.02B AUM 40.6% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

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

Northwestern Mutual Investment Services sold out of StoneX (SNEX) in Q2 2014, closing a stake of 1,493 shares — an estimated $6K sold.

Northwestern Mutual Investment Services first reported a position in SNEX in Q1 2014 and held it in 1 quarter. The position peaked at $6K in Q1 2014. 89 funds tracked by Wall St. Rank hold SNEX as of Q2 2014.

  • Northwestern Mutual Investment Services reported no remaining StoneX position as of Q2 2014 after selling out during the quarter.
  • Northwestern Mutual Investment Services sold 1,493 StoneX shares in Q2 2014, an estimated $6K.
  • Northwestern Mutual Investment Services first reported a position in StoneX in Q1 2014 and held it in 1 quarter.
  • Northwestern Mutual Investment Services's StoneX position peaked at $6K in Q1 2014.
  • 89 funds tracked by Wall St. Rank held StoneX as of Q2 2014.

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