Northwestern Mutual Wealth Management
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Northwestern Mutual Wealth Management’s VanEck Energy Income ETF EINC Stock Holding History

Northwestern Mutual Wealth Management’s Portfolio EINC Stock Details EINC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q1 		– Sell
-18
Closed -$1K – 2823
2020
Q4 		$1K Buy
+18
New +$695 ﹤0.01% 2600
2019
Q4 		– Sell
-67
Closed -$4K – 2442
2019
Q3 		$4K Buy
+67
New +$3.84K ﹤0.01% 2131

Other funds holding EINC

Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
CWA
Clearview Wealth Advisors Salem, Oregon $158M AUM 14.25% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
AA
AlphaMark Advisors Ft. Wright, Kentucky $231M AUM 19.98% 1-Year Est. Return
JPLA
Joseph P. Lucia & Associates Yorktown Heights, New York $280M AUM 18.25% 1-Year Est. Return
EP
Eudaimonia Partners Winchester, Tennessee $420M AUM 27.21% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Northwestern Mutual Wealth Management's EINC Position: Q1 2021 in Review

Northwestern Mutual Wealth Management sold out of VanEck Energy Income ETF (EINC) in Q1 2021, closing a stake of 18 shares — an estimated $1K sold.

Northwestern Mutual Wealth Management first reported a position in EINC in Q3 2019 and held it in 2 quarters. The position peaked at $4K in Q3 2019. 13 funds tracked by Wall St. Rank hold EINC as of Q1 2021.

  • Northwestern Mutual Wealth Management reported no remaining VanEck Energy Income ETF position as of Q1 2021 after selling out during the quarter.
  • Northwestern Mutual Wealth Management sold 18 VanEck Energy Income ETF shares in Q1 2021, an estimated $1K.
  • Northwestern Mutual Wealth Management first reported a position in VanEck Energy Income ETF in Q3 2019 and held it in 2 quarters.
  • Northwestern Mutual Wealth Management's VanEck Energy Income ETF position peaked at $4K in Q3 2019.
  • 13 funds tracked by Wall St. Rank held VanEck Energy Income ETF as of Q1 2021.

Based on Northwestern Mutual Wealth Management's 13F filing for Q1 2021, filed 14 May 2021.