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Northwestern Mutual Investment Services’s Vanguard Morningstar Mid-Cap Value ETF VOE Stock Holding History

Northwestern Mutual Investment Services’s Portfolio VOE Stock Details VOE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q1 		– Sell
-18
Closed -$2K – 104
2015
Q4 		$2K Buy
+18
New +$1.57K ﹤0.01% 71

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TAIM
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PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
TCT
TIAA CREF Trust St Louis, Missouri $13.8B AUM 10.67% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Axa
Axa Paris, France $256M AUM 25.01% 1-Year Est. Return

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

Northwestern Mutual Investment Services sold out of Vanguard Morningstar Mid-Cap Value ETF (VOE) in Q1 2016, closing a stake of 18 shares — an estimated $2K sold.

Northwestern Mutual Investment Services first reported a position in VOE in Q4 2015 and held it in 1 quarter. The position peaked at $2K in Q4 2015. 257 funds tracked by Wall St. Rank hold VOE as of Q1 2016.

  • Northwestern Mutual Investment Services reported no remaining Vanguard Morningstar Mid-Cap Value ETF position as of Q1 2016 after selling out during the quarter.
  • Northwestern Mutual Investment Services sold 18 Vanguard Morningstar Mid-Cap Value ETF shares in Q1 2016, an estimated $2K.
  • Northwestern Mutual Investment Services first reported a position in Vanguard Morningstar Mid-Cap Value ETF in Q4 2015 and held it in 1 quarter.
  • Northwestern Mutual Investment Services's Vanguard Morningstar Mid-Cap Value ETF position peaked at $2K in Q4 2015.
  • 257 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap Value ETF as of Q1 2016.

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