NMIS
WBIA

Northwestern Mutual Investment Services’s WBI BullBear Rising Income 2000 ETF WBIA Stock Holding History

Northwestern Mutual Investment Services’s Portfolio WBIA Stock Details WBIA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q4 		– Sell
-259
Closed -$6K – 414
2015
Q3 		$6K Buy
+259
New +$6.04K ﹤0.01% 67

Other funds holding WBIA

WI
WBI Investments Red Bank, New Jersey $403M AUM 42.23% 1-Year Est. Return
FA
FDx Advisors Chicago, Illinois $332M AUM 22.76% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

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

Northwestern Mutual Investment Services sold out of WBI BullBear Rising Income 2000 ETF (WBIA) in Q4 2015, closing a stake of 259 shares — an estimated $6K sold.

Northwestern Mutual Investment Services first reported a position in WBIA in Q3 2015 and held it in 1 quarter. The position peaked at $6K in Q3 2015. 12 funds tracked by Wall St. Rank hold WBIA as of Q4 2015.

  • Northwestern Mutual Investment Services reported no remaining WBI BullBear Rising Income 2000 ETF position as of Q4 2015 after selling out during the quarter.
  • Northwestern Mutual Investment Services sold 259 WBI BullBear Rising Income 2000 ETF shares in Q4 2015, an estimated $6K.
  • Northwestern Mutual Investment Services first reported a position in WBI BullBear Rising Income 2000 ETF in Q3 2015 and held it in 1 quarter.
  • Northwestern Mutual Investment Services's WBI BullBear Rising Income 2000 ETF position peaked at $6K in Q3 2015.
  • 12 funds tracked by Wall St. Rank held WBI BullBear Rising Income 2000 ETF as of Q4 2015.

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