Northwestern Mutual Wealth Management
EFZ icon

Northwestern Mutual Wealth Management’s ProShares Trust Short MSCI EAFE EFZ Stock Holding History

Northwestern Mutual Wealth Management’s Portfolio EFZ Stock Details EFZ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2013
Q3 		– Sell
-780
Closed -$62K – 1379
2013
Q2 		$62K Buy
+780
New +$60.3K ﹤0.01% 519

Other funds holding EFZ

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
U
UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
VF
Virtu Financial New York $2.41B AUM 48.35% 1-Year Est. Return
PSI
Pinnacle Summer Investments Fairfax, Virginia $678M AUM 9.54% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
B
Baird Milwaukee, Wisconsin $9.78B AUM 11.39% 1-Year Est. Return

Northwestern Mutual Wealth Management's EFZ Position: Q3 2013 in Review

Northwestern Mutual Wealth Management sold out of ProShares Trust Short MSCI EAFE (EFZ) in Q3 2013, closing a stake of 780 shares — an estimated $62K sold.

Northwestern Mutual Wealth Management first reported a position in EFZ in Q2 2013 and held it in 1 quarter. The position peaked at $62K in Q2 2013. 14 funds tracked by Wall St. Rank hold EFZ as of Q3 2013.

  • Northwestern Mutual Wealth Management reported no remaining ProShares Trust Short MSCI EAFE position as of Q3 2013 after selling out during the quarter.
  • Northwestern Mutual Wealth Management sold 780 ProShares Trust Short MSCI EAFE shares in Q3 2013, an estimated $62K.
  • Northwestern Mutual Wealth Management first reported a position in ProShares Trust Short MSCI EAFE in Q2 2013 and held it in 1 quarter.
  • Northwestern Mutual Wealth Management's ProShares Trust Short MSCI EAFE position peaked at $62K in Q2 2013.
  • 14 funds tracked by Wall St. Rank held ProShares Trust Short MSCI EAFE as of Q3 2013.

Based on Northwestern Mutual Wealth Management's 13F filing for Q3 2013, filed 14 Nov 2013.