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Northwestern Mutual Life Insurance Company’s iShares Core S&P Small-Cap ETF IJR Stock Holding History

Northwestern Mutual Life Insurance Company’s Portfolio IJR Stock Details IJR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2013
Q4 		– Sell
-104,984
Closed -$5.24M – 21
2013
Q3 		$5.24M Buy
104,984
+6,054
+6% +$292K 2.56% 12
2013
Q2 		$4.47M Buy
+98,930
New +$4.38M 2.65% 13

Other funds holding IJR

Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
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
VA
Valmark Advisers Akron, Ohio $9.42B AUM 17.63% 1-Year Est. Return
SMM
Stadion Money Management Watkinsville, Georgia $994M AUM 15.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Bessemer Group
Bessemer Group Woodbridge, New Jersey $63.6B AUM 28.76% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

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

Northwestern Mutual Life Insurance Company sold out of iShares Core S&P Small-Cap ETF (IJR) in Q4 2013, closing a stake of 104,984 shares — an estimated $5.24M sold.

Northwestern Mutual Life Insurance Company first reported a position in IJR in Q2 2013 and held it in 2 quarters. The position peaked at $5.24M in Q3 2013. 528 funds tracked by Wall St. Rank hold IJR as of Q4 2013.

  • Northwestern Mutual Life Insurance Company reported no remaining iShares Core S&P Small-Cap ETF position as of Q4 2013 after selling out during the quarter.
  • Northwestern Mutual Life Insurance Company sold 104,984 iShares Core S&P Small-Cap ETF shares in Q4 2013, an estimated $5.24M.
  • Northwestern Mutual Life Insurance Company first reported a position in iShares Core S&P Small-Cap ETF in Q2 2013 and held it in 2 quarters.
  • Northwestern Mutual Life Insurance Company's iShares Core S&P Small-Cap ETF position peaked at $5.24M in Q3 2013.
  • 528 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q4 2013.

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