NMIS
WBIB

Northwestern Mutual Investment Services’s WBI BullBear Value 2000 ETF WBIB Stock Holding History

Northwestern Mutual Investment Services’s Portfolio WBIB Stock Details WBIB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q4 		– Sell
-269
Closed -$6K – 413
2015
Q3 		$6K Buy
+269
New +$6.5K ﹤0.01% 66

Other funds holding WBIB

WI
WBI Investments Red Bank, New Jersey $362M AUM 23.75% 1-Year Est. Return
FA
FDx Advisors Chicago, Illinois $332M AUM 22.76% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 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
UCFA
United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
AIG
American International Group New York $609M AUM 23.67% 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 WBIB Position: Q4 2015 in Review

Northwestern Mutual Investment Services sold out of WBI BullBear Value 2000 ETF (WBIB) in Q4 2015, closing a stake of 269 shares — an estimated $6K sold.

Northwestern Mutual Investment Services first reported a position in WBIB in Q3 2015 and held it in 1 quarter. The position peaked at $6K in Q3 2015. 11 funds tracked by Wall St. Rank hold WBIB as of Q4 2015.

  • Northwestern Mutual Investment Services reported no remaining WBI BullBear Value 2000 ETF position as of Q4 2015 after selling out during the quarter.
  • Northwestern Mutual Investment Services sold 269 WBI BullBear Value 2000 ETF shares in Q4 2015, an estimated $6K.
  • Northwestern Mutual Investment Services first reported a position in WBI BullBear Value 2000 ETF in Q3 2015 and held it in 1 quarter.
  • Northwestern Mutual Investment Services's WBI BullBear Value 2000 ETF position peaked at $6K in Q3 2015.
  • 11 funds tracked by Wall St. Rank held WBI BullBear Value 2000 ETF as of Q4 2015.

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