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Northwestern Mutual Investment Services’s iShares TIPS Bond ETF TIP Stock Holding History

Northwestern Mutual Investment Services’s Portfolio TIP Stock Details TIP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q1 		– Sell
-4
Closed – – 91
2015
Q4 		$0 Sell
4
-185
-98% -$20.4K ﹤0.01% 338
2015
Q3 		$21K Sell
189
-150
-44% -$16.7K ﹤0.01% 23
2015
Q2 		$38K Buy
339
+100
+42% +$11.3K 0.01% 21
2015
Q1 		$27K Hold
239
– – 0.01% 21
2014
Q4 		$27K Buy
239
+16
+7% +$1.81K 0.01% 20
2014
Q3 		$25K Sell
223
-57,872
-100% -$6.62M 0.01% 26
2014
Q2 		$6.7M Buy
58,095
+6,328
+12% +$721K 2.42% 12
2014
Q1 		$5.8M Buy
51,767
+4,929
+11% +$551K 2.49% 11
2013
Q4 		$5.15M Buy
+46,838
New +$5.23M 2.6% 11

Other funds holding TIP

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
TCT
TIAA CREF Trust St Louis, Missouri $13.8B AUM 10.67% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
WIM
Windhaven Investment Management Boston, Massachusetts $7.79B AUM 7.81% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
ACI
AMP Capital Investors Sydney, Australia $2.37B AUM 23.59% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

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

Northwestern Mutual Investment Services sold out of iShares TIPS Bond ETF (TIP) in Q1 2016, closing a stake of 4 shares.

Northwestern Mutual Investment Services first reported a position in TIP in Q4 2013 and held it in 9 quarters. The position peaked at $6.7M in Q2 2014. 562 funds tracked by Wall St. Rank hold TIP as of Q1 2016.

  • Northwestern Mutual Investment Services reported no remaining iShares TIPS Bond ETF position as of Q1 2016 after selling out during the quarter.
  • Northwestern Mutual Investment Services sold 4 iShares TIPS Bond ETF shares in Q1 2016.
  • Northwestern Mutual Investment Services first reported a position in iShares TIPS Bond ETF in Q4 2013 and held it in 9 quarters.
  • Northwestern Mutual Investment Services's iShares TIPS Bond ETF position peaked at $6.7M in Q2 2014.
  • 562 funds tracked by Wall St. Rank held iShares TIPS Bond ETF as of Q1 2016.

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