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Northwestern Mutual Investment Services’s U-Haul Holding Co UHAL Stock Holding History

Northwestern Mutual Investment Services’s Portfolio UHAL Stock Details UHAL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q1 		– Sell
-160
Closed -$5K – 144
2014
Q4 		$5K Buy
+160
New +$4.34K ﹤0.01% 49

Other funds holding UHAL

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Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BC
Bruce & Co Chicago, Illinois $350M AUM 33.5% 1-Year Est. Return
NC
Nicholas Company Milwaukee, Wisconsin $5.1B AUM 8.43% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
CWAM
Columbia Wanger Asset Management Chicago, Illinois $6.69B AUM 31.14% 1-Year Est. Return
AR
Advisory Research Chicago, Illinois $813M AUM 36.71% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
JIR
James Investment Research Alpha, Ohio $891M AUM 30.4% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Northwestern Mutual Investment Services's UHAL Position: Q1 2015 in Review

Northwestern Mutual Investment Services sold out of U-Haul Holding Co (UHAL) in Q1 2015, closing a stake of 160 shares — an estimated $5K sold.

Northwestern Mutual Investment Services first reported a position in UHAL in Q4 2014 and held it in 1 quarter. The position peaked at $5K in Q4 2014. 166 funds tracked by Wall St. Rank hold UHAL as of Q1 2015.

  • Northwestern Mutual Investment Services reported no remaining U-Haul Holding Co position as of Q1 2015 after selling out during the quarter.
  • Northwestern Mutual Investment Services sold 160 U-Haul Holding Co shares in Q1 2015, an estimated $5K.
  • Northwestern Mutual Investment Services first reported a position in U-Haul Holding Co in Q4 2014 and held it in 1 quarter.
  • Northwestern Mutual Investment Services's U-Haul Holding Co position peaked at $5K in Q4 2014.
  • 166 funds tracked by Wall St. Rank held U-Haul Holding Co as of Q1 2015.

Based on Northwestern Mutual Investment Services's 13F filing for Q1 2015, filed 15 May 2015.