NMIS
WBII

Northwestern Mutual Investment Services’s WBI BullBear Global Income ETF WBII Stock Holding History

Northwestern Mutual Investment Services’s Portfolio WBII Stock Details WBII Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q4 		– Sell
-1,628
Closed -$41K – 394
2015
Q3 		$41K Buy
+1,628
New +$41.1K 0.01% 18

Other funds holding WBII

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
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
UCFA
United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return
SWP
Stratos Wealth Partners Beachwood, Ohio $8.8B AUM 21.82% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
RCAG
Rehmann Capital Advisory Group Lansing, Michigan $1.92B AUM 16.97% 1-Year Est. Return
TSS
Two Sigma Securities New York $861M AUM 21.33% 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 WBII Position: Q4 2015 in Review

Northwestern Mutual Investment Services sold out of WBI BullBear Global Income ETF (WBII) in Q4 2015, closing a stake of 1,628 shares — an estimated $41K sold.

Northwestern Mutual Investment Services first reported a position in WBII in Q3 2015 and held it in 1 quarter. The position peaked at $41K in Q3 2015. 14 funds tracked by Wall St. Rank hold WBII as of Q4 2015.

  • Northwestern Mutual Investment Services reported no remaining WBI BullBear Global Income ETF position as of Q4 2015 after selling out during the quarter.
  • Northwestern Mutual Investment Services sold 1,628 WBI BullBear Global Income ETF shares in Q4 2015, an estimated $41K.
  • Northwestern Mutual Investment Services first reported a position in WBI BullBear Global Income ETF in Q3 2015 and held it in 1 quarter.
  • Northwestern Mutual Investment Services's WBI BullBear Global Income ETF position peaked at $41K in Q3 2015.
  • 14 funds tracked by Wall St. Rank held WBI BullBear Global Income ETF as of Q4 2015.

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