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Northwestern Mutual Investment Services’s UBS Group UBS Stock Holding History

Northwestern Mutual Investment Services’s Portfolio UBS Stock Details UBS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q4 		– Sell
-115
Closed -$2K – 354
2015
Q3 		$2K Buy
+115
New +$2.44K ﹤0.01% 195

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Northwestern Mutual Investment Services's UBS Position: Q4 2015 in Review

Northwestern Mutual Investment Services sold out of UBS Group (UBS) in Q4 2015, closing a stake of 115 shares — an estimated $2K sold.

Northwestern Mutual Investment Services first reported a position in UBS in Q3 2015 and held it in 1 quarter. The position peaked at $2K in Q3 2015. 248 funds tracked by Wall St. Rank hold UBS as of Q4 2015.

  • Northwestern Mutual Investment Services reported no remaining UBS Group position as of Q4 2015 after selling out during the quarter.
  • Northwestern Mutual Investment Services sold 115 UBS Group shares in Q4 2015, an estimated $2K.
  • Northwestern Mutual Investment Services first reported a position in UBS Group in Q3 2015 and held it in 1 quarter.
  • Northwestern Mutual Investment Services's UBS Group position peaked at $2K in Q3 2015.
  • 248 funds tracked by Wall St. Rank held UBS Group as of Q4 2015.

Based on Northwestern Mutual Investment Services's 13F filing for Q4 2015, filed 16 Feb 2016.