Northwestern Mutual Investment Services’s Vanguard Short-Term Inflation-Protected Securities Index Fund VTIP Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2016 Q1	–	Sell	-66,825	Closed	-$3.23M	–	106
2015 Q4	$3.23M	Buy	66,825 +4,177	+7%	+$202K	0.61%	16
2015 Q3	$3.03M	Buy	62,648 +6,125	+11%	+$297K	0.65%	16
2015 Q2	$2.75M	Buy	56,523 +3,687	+7%	+$179K	0.62%	16
2015 Q1	$2.56M	Buy	52,836 +4,419	+9%	+$214K	0.65%	16
2014 Q4	$2.34M	Buy	48,417 +5,561	+13%	+$273K	0.68%	16
2014 Q3	$2.12M	Buy	42,856 +4,986	+13%	+$249K	0.7%	16
2014 Q2	$1.9M	Sell	37,870 -2,126	-5%	-$106K	0.68%	16
2014 Q1	$1.97M	Buy	39,996 +3,081	+8%	+$152K	0.85%	16
2013 Q4	$1.82M	Buy	+36,915	New	+$1.83M	0.92%	16

Other funds holding VTIP

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

UCFA

United Capital Financial Advisors Irving, Texas $18.2B AUM 22.02% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Fiduciary Trust Boston, Massachusetts $9.19B AUM 25.65% 1-Year Est. Return

WCM

Windham Capital Management Boston, Massachusetts $128M AUM 12.44% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

EWM

Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

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

Northwestern Mutual Investment Services sold out of Vanguard Short-Term Inflation-Protected Securities Index Fund (VTIP) in Q1 2016, closing a stake of 66,825 shares — an estimated $3.23M sold.

Northwestern Mutual Investment Services first reported a position in VTIP in Q4 2013 and held it in 9 quarters. The position peaked at $3.23M in Q4 2015. 148 funds tracked by Wall St. Rank hold VTIP as of Q1 2016.

Northwestern Mutual Investment Services reported no remaining Vanguard Short-Term Inflation-Protected Securities Index Fund position as of Q1 2016 after selling out during the quarter.
Northwestern Mutual Investment Services sold 66,825 Vanguard Short-Term Inflation-Protected Securities Index Fund shares in Q1 2016, an estimated $3.23M.
Northwestern Mutual Investment Services first reported a position in Vanguard Short-Term Inflation-Protected Securities Index Fund in Q4 2013 and held it in 9 quarters.
Northwestern Mutual Investment Services's Vanguard Short-Term Inflation-Protected Securities Index Fund position peaked at $3.23M in Q4 2015.
148 funds tracked by Wall St. Rank held Vanguard Short-Term Inflation-Protected Securities Index Fund as of Q1 2016.

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