Northwestern Mutual Investment Services’s ProShares Trust UltraShort Lehman 20+ Year Treasury TBT Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2015 Q2	–	Sell	-100	Closed	-$4K	–	117
2015 Q1	$4K	Buy	+100	New	+$4.27K	﹤0.01%	41
2014 Q2	–	Sell	-4	Closed	–	–	162
2014 Q1	$0	Buy	+4	New	+$286	﹤0.01%	135

Other funds holding TBT

NSLI

Nan Shan Life Insurance Taipei City, Taiwan $2.76B AUM 6.75% 1-Year Est. Return

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

IWC

Integrated Wealth Counsel Carmel, California $46.5M AUM 7.34% 1-Year Est. Return

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

Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return

TAM

Trust Asset Management Houston, Texas $1.61B AUM 29.06% 1-Year Est. Return

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Parallax Volatility Advisers San Francisco, California $38.6B AUM 45.89% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Northwestern Mutual Investment Services's TBT Position: Q2 2015 in Review

Northwestern Mutual Investment Services sold out of ProShares Trust UltraShort Lehman 20+ Year Treasury (TBT) in Q2 2015, closing a stake of 100 shares — an estimated $4K sold.

Northwestern Mutual Investment Services first reported a position in TBT in Q1 2014 and held it in 2 quarters. The position peaked at $4K in Q1 2015. 151 funds tracked by Wall St. Rank hold TBT as of Q2 2015.

Northwestern Mutual Investment Services reported no remaining ProShares Trust UltraShort Lehman 20+ Year Treasury position as of Q2 2015 after selling out during the quarter.
Northwestern Mutual Investment Services sold 100 ProShares Trust UltraShort Lehman 20+ Year Treasury shares in Q2 2015, an estimated $4K.
Northwestern Mutual Investment Services first reported a position in ProShares Trust UltraShort Lehman 20+ Year Treasury in Q1 2014 and held it in 2 quarters.
Northwestern Mutual Investment Services's ProShares Trust UltraShort Lehman 20+ Year Treasury position peaked at $4K in Q1 2015.
151 funds tracked by Wall St. Rank held ProShares Trust UltraShort Lehman 20+ Year Treasury as of Q2 2015.

Based on Northwestern Mutual Investment Services's 13F filing for Q2 2015, filed 14 Aug 2015.