Northwestern Mutual Wealth Management’s Alerian Energy Infrastructure ETF ENFR Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q3	–	Sell	-2,700	Closed	-$71.7K	–	3659
2024 Q2	$71.7K	Buy	+2,700	New	+$69.2K	﹤0.01%	1969

Other funds holding ENFR

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

Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

WAM

WNY Asset Management Williamsville, New York $967M AUM

USCWA

U.S. Capital Wealth Advisors Austin, Texas $3.98B AUM 22.36% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Northwestern Mutual Wealth Management's ENFR Position: Q3 2024 in Review

Northwestern Mutual Wealth Management sold out of Alerian Energy Infrastructure ETF (ENFR) in Q3 2024, closing a stake of 2,700 shares — an estimated $71.7K sold.

Northwestern Mutual Wealth Management first reported a position in ENFR in Q2 2024 and held it in 1 quarter. The position peaked at $71.7K in Q2 2024. 74 funds tracked by Wall St. Rank hold ENFR as of Q3 2024.

Northwestern Mutual Wealth Management reported no remaining Alerian Energy Infrastructure ETF position as of Q3 2024 after selling out during the quarter.
Northwestern Mutual Wealth Management sold 2,700 Alerian Energy Infrastructure ETF shares in Q3 2024, an estimated $71.7K.
Northwestern Mutual Wealth Management first reported a position in Alerian Energy Infrastructure ETF in Q2 2024 and held it in 1 quarter.
Northwestern Mutual Wealth Management's Alerian Energy Infrastructure ETF position peaked at $71.7K in Q2 2024.
74 funds tracked by Wall St. Rank held Alerian Energy Infrastructure ETF as of Q3 2024.

Based on Northwestern Mutual Wealth Management's 13F filing for Q3 2024, filed 12 Nov 2024.