Northwestern Mutual Wealth Management’s ETRACS Alerian MLP Index ETN AMU Stock Holding History

Northwestern Mutual Wealth Management’s Portfolio AMU Stock Details AMU Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q1	–	Sell	-9,400	Closed	-$129K	–	2883
2019 Q4	$129K	Buy	+9,400	New	+$127K	﹤0.01%	1123
2016 Q3	–	Sell	-267	Closed	-$5K	–	2032
2016 Q2	$5K	Buy	+267	New	+$5K	﹤0.01%	1625

Other funds holding AMU

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

AAS

Avantax Advisory Services Dallas, Texas $18.2B AUM 15.06% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Wolverine Trading Chicago, Illinois $139B AUM 31.83% 1-Year Est. Return

RJT

Raymond James Trust St. Petersburg, Florida $4.6B AUM 33.54% 1-Year Est. Return

FCBT

First Citizens Bank & Trust Raleigh, North Carolina $6.69B AUM 24.48% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

WMG

WESCAP Management Group Glendale, California $508M AUM 18.98% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Northwestern Mutual Wealth Management's AMU Position: Q1 2020 in Review

Northwestern Mutual Wealth Management sold out of ETRACS Alerian MLP Index ETN (AMU) in Q1 2020, closing a stake of 9,400 shares — an estimated $129K sold.

Northwestern Mutual Wealth Management first reported a position in AMU in Q2 2016 and held it in 2 quarters. The position peaked at $129K in Q4 2019. 25 funds tracked by Wall St. Rank hold AMU as of Q1 2020.

Northwestern Mutual Wealth Management reported no remaining ETRACS Alerian MLP Index ETN position as of Q1 2020 after selling out during the quarter.
Northwestern Mutual Wealth Management sold 9,400 ETRACS Alerian MLP Index ETN shares in Q1 2020, an estimated $129K.
Northwestern Mutual Wealth Management first reported a position in ETRACS Alerian MLP Index ETN in Q2 2016 and held it in 2 quarters.
Northwestern Mutual Wealth Management's ETRACS Alerian MLP Index ETN position peaked at $129K in Q4 2019.
25 funds tracked by Wall St. Rank held ETRACS Alerian MLP Index ETN as of Q1 2020.

Based on Northwestern Mutual Wealth Management's 13F filing for Q1 2020, filed 8 May 2020.