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Northwestern Mutual Life Insurance Company’s Vanguard Short-Term Bond ETF BSV Stock Holding History

Northwestern Mutual Life Insurance Company’s Portfolio BSV Stock Details BSV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2013
Q4 		– Sell
-148,005
Closed -$11.9M – 11
2013
Q3 		$11.9M Buy
148,005
+65,348
+79% +$5.23M 5.81% 5
2013
Q2 		$6.62M Buy
+82,657
New +$6.67M 3.93% 9

Other funds holding BSV

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
TCT
TIAA CREF Trust St Louis, Missouri $13.8B AUM 10.67% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AUIM
Aegon USA Investment Management Cedar Rapids, Iowa $140M AUM 12.2% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
U
UBS Zurich, Switzerland $136B AUM 16.35% 1-Year Est. Return
USAA
United Services Automobile Association San Antonio, Texas $1.24B AUM 2.91% 1-Year Est. Return
AA
ALPS Advisors Denver, Colorado $21.3B AUM 23.41% 1-Year Est. Return

Northwestern Mutual Life Insurance Company's BSV Position: Q4 2013 in Review

Northwestern Mutual Life Insurance Company sold out of Vanguard Short-Term Bond ETF (BSV) in Q4 2013, closing a stake of 148,005 shares — an estimated $11.9M sold.

Northwestern Mutual Life Insurance Company first reported a position in BSV in Q2 2013 and held it in 2 quarters. The position peaked at $11.9M in Q3 2013. 340 funds tracked by Wall St. Rank hold BSV as of Q4 2013.

  • Northwestern Mutual Life Insurance Company reported no remaining Vanguard Short-Term Bond ETF position as of Q4 2013 after selling out during the quarter.
  • Northwestern Mutual Life Insurance Company sold 148,005 Vanguard Short-Term Bond ETF shares in Q4 2013, an estimated $11.9M.
  • Northwestern Mutual Life Insurance Company first reported a position in Vanguard Short-Term Bond ETF in Q2 2013 and held it in 2 quarters.
  • Northwestern Mutual Life Insurance Company's Vanguard Short-Term Bond ETF position peaked at $11.9M in Q3 2013.
  • 340 funds tracked by Wall St. Rank held Vanguard Short-Term Bond ETF as of Q4 2013.

Based on Northwestern Mutual Life Insurance Company's 13F filing for Q4 2013, filed 14 Feb 2014.