Northwestern Mutual Wealth Management’s Invesco Chinese Yuan Dim Sum Bond ETF DSUM Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2018 Q2	–	Sell	-400	Closed	-$10K	–	2574
2018 Q1	$10K	Buy	+400	New	+$9.65K	﹤0.01%	1769

Other funds holding DSUM

ECM

Evergreen Capital Management Bellevue, Washington $5.7B AUM 32.06% 1-Year Est. Return

MLIC

Mandatum Life Insurance Company Helsinki, Finland $540M AUM 33.16% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

Virtu Financial New York $2.41B AUM 48.35% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

OWP

Obermeyer Wealth Partners Aspen, Colorado $2.44B AUM 24.34% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

SWP

Stratos Wealth Partners Beachwood, Ohio $8.8B AUM 21.82% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Northwestern Mutual Wealth Management's DSUM Position: Q2 2018 in Review

Northwestern Mutual Wealth Management sold out of Invesco Chinese Yuan Dim Sum Bond ETF (DSUM) in Q2 2018, closing a stake of 400 shares — an estimated $10K sold.

Northwestern Mutual Wealth Management first reported a position in DSUM in Q1 2018 and held it in 1 quarter. The position peaked at $10K in Q1 2018. 23 funds tracked by Wall St. Rank hold DSUM as of Q2 2018.

Northwestern Mutual Wealth Management reported no remaining Invesco Chinese Yuan Dim Sum Bond ETF position as of Q2 2018 after selling out during the quarter.
Northwestern Mutual Wealth Management sold 400 Invesco Chinese Yuan Dim Sum Bond ETF shares in Q2 2018, an estimated $10K.
Northwestern Mutual Wealth Management first reported a position in Invesco Chinese Yuan Dim Sum Bond ETF in Q1 2018 and held it in 1 quarter.
Northwestern Mutual Wealth Management's Invesco Chinese Yuan Dim Sum Bond ETF position peaked at $10K in Q1 2018.
23 funds tracked by Wall St. Rank held Invesco Chinese Yuan Dim Sum Bond ETF as of Q2 2018.

Based on Northwestern Mutual Wealth Management's 13F filing for Q2 2018, filed 10 Aug 2018.