Northwestern Mutual Investment Services’s Invesco S&P 500 High Dividend Low Volatility ETF SPHD Stock Holding History

Northwestern Mutual Investment Services’s Portfolio SPHD Stock Details SPHD Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2014 Q4	–	Sell	-750	Closed	-$23K	–	149
2014 Q3	$23K	Buy	+750	New	+$23.2K	0.01%	28

Other funds holding SPHD

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

BTS

BB&T Securities Richmond, Virginia $10.9B AUM 5.31% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

GHF

Good Harbor Financial Barrington, Illinois $916M AUM 5.96% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

LMIM

Lockheed Martin Investment Management Bethesda, Maryland $2.73B AUM 28.24% 1-Year Est. Return

Northwestern Mutual Investment Services's SPHD Position: Q4 2014 in Review

Northwestern Mutual Investment Services sold out of Invesco S&P 500 High Dividend Low Volatility ETF (SPHD) in Q4 2014, closing a stake of 750 shares — an estimated $23K sold.

Northwestern Mutual Investment Services first reported a position in SPHD in Q3 2014 and held it in 1 quarter. The position peaked at $23K in Q3 2014. 40 funds tracked by Wall St. Rank hold SPHD as of Q4 2014.

Northwestern Mutual Investment Services reported no remaining Invesco S&P 500 High Dividend Low Volatility ETF position as of Q4 2014 after selling out during the quarter.
Northwestern Mutual Investment Services sold 750 Invesco S&P 500 High Dividend Low Volatility ETF shares in Q4 2014, an estimated $23K.
Northwestern Mutual Investment Services first reported a position in Invesco S&P 500 High Dividend Low Volatility ETF in Q3 2014 and held it in 1 quarter.
Northwestern Mutual Investment Services's Invesco S&P 500 High Dividend Low Volatility ETF position peaked at $23K in Q3 2014.
40 funds tracked by Wall St. Rank held Invesco S&P 500 High Dividend Low Volatility ETF as of Q4 2014.

Based on Northwestern Mutual Investment Services's 13F filing for Q4 2014, filed 13 Feb 2015.