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Northwestern Mutual Investment Services’s Invesco S&P 500 Top 50 ETF XLG Stock Holding History

Northwestern Mutual Investment Services’s Portfolio XLG Stock Details XLG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q3 		– Sell
-40
Closed -$1K – 136
2014
Q2 		$1K Buy
+40
New +$527 ﹤0.01% 108

Other funds holding XLG

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
WSTAM
Wilbanks Smith & Thomas Asset Management Norfolk, Virginia $3.57B AUM 21.11% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
U
UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
CA
Cumberland Advisors Sarasota, Florida $284M AUM 27.11% 1-Year Est. Return

Northwestern Mutual Investment Services's XLG Position: Q3 2014 in Review

Northwestern Mutual Investment Services sold out of Invesco S&P 500 Top 50 ETF (XLG) in Q3 2014, closing a stake of 40 shares — an estimated $1K sold.

Northwestern Mutual Investment Services first reported a position in XLG in Q2 2014 and held it in 1 quarter. The position peaked at $1K in Q2 2014. 59 funds tracked by Wall St. Rank hold XLG as of Q3 2014.

  • Northwestern Mutual Investment Services reported no remaining Invesco S&P 500 Top 50 ETF position as of Q3 2014 after selling out during the quarter.
  • Northwestern Mutual Investment Services sold 40 Invesco S&P 500 Top 50 ETF shares in Q3 2014, an estimated $1K.
  • Northwestern Mutual Investment Services first reported a position in Invesco S&P 500 Top 50 ETF in Q2 2014 and held it in 1 quarter.
  • Northwestern Mutual Investment Services's Invesco S&P 500 Top 50 ETF position peaked at $1K in Q2 2014.
  • 59 funds tracked by Wall St. Rank held Invesco S&P 500 Top 50 ETF as of Q3 2014.

Based on Northwestern Mutual Investment Services's 13F filing for Q3 2014, filed 14 Nov 2014.