NMLIC
USIG icon

Northwestern Mutual Life Insurance Company’s iShares Broad USD Investment Grade Corporate Bond ETF USIG Stock Holding History

Northwestern Mutual Life Insurance Company’s Portfolio USIG Stock Details USIG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2013
Q4 		– Sell
-100,872
Closed -$5.4M – 36
2013
Q3 		$5.4M Sell
100,872
-50,770
-33% -$2.71M 2.64% 11
2013
Q2 		$8.15M Buy
+151,642
New +$8.48M 4.83% 7

Other funds holding USIG

ECM
ETrade Capital Management Arlington, Virginia $5.37B AUM 10.84% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
BCM
Bluefin Capital Management New York $156M AUM 18.42% 1-Year Est. Return
SAS
Sage Advisory Services Austin, Texas $203M AUM 12.95% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return
FA
FDx Advisors Chicago, Illinois $332M AUM 22.76% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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

Northwestern Mutual Life Insurance Company sold out of iShares Broad USD Investment Grade Corporate Bond ETF (USIG) in Q4 2013, closing a stake of 100,872 shares — an estimated $5.4M sold.

Northwestern Mutual Life Insurance Company first reported a position in USIG in Q2 2013 and held it in 2 quarters. The position peaked at $8.15M in Q2 2013. 92 funds tracked by Wall St. Rank hold USIG as of Q4 2013.

  • Northwestern Mutual Life Insurance Company reported no remaining iShares Broad USD Investment Grade Corporate Bond ETF position as of Q4 2013 after selling out during the quarter.
  • Northwestern Mutual Life Insurance Company sold 100,872 iShares Broad USD Investment Grade Corporate Bond ETF shares in Q4 2013, an estimated $5.4M.
  • Northwestern Mutual Life Insurance Company first reported a position in iShares Broad USD Investment Grade Corporate Bond ETF in Q2 2013 and held it in 2 quarters.
  • Northwestern Mutual Life Insurance Company's iShares Broad USD Investment Grade Corporate Bond ETF position peaked at $8.15M in Q2 2013.
  • 92 funds tracked by Wall St. Rank held iShares Broad USD Investment Grade Corporate Bond ETF as of Q4 2013.

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