Northwestern Mutual Wealth Management
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Northwestern Mutual Wealth Management’s iShares MSCI Peru and Global Exposure ETF EPU Stock Holding History

Northwestern Mutual Wealth Management’s Portfolio EPU Stock Details EPU Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2013
Q4 		– Sell
-266
Closed -$9K – 1415
2013
Q3 		$9K Sell
266
-3
-1% -$101 ﹤0.01% 895
2013
Q2 		$9K Buy
+269
New +$10.5K ﹤0.01% 860

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Northwestern Mutual Wealth Management's EPU Position: Q4 2013 in Review

Northwestern Mutual Wealth Management sold out of iShares MSCI Peru and Global Exposure ETF (EPU) in Q4 2013, closing a stake of 266 shares — an estimated $9K sold.

Northwestern Mutual Wealth Management first reported a position in EPU in Q2 2013 and held it in 2 quarters. The position peaked at $9K in Q3 2013. 39 funds tracked by Wall St. Rank hold EPU as of Q4 2013.

  • Northwestern Mutual Wealth Management reported no remaining iShares MSCI Peru and Global Exposure ETF position as of Q4 2013 after selling out during the quarter.
  • Northwestern Mutual Wealth Management sold 266 iShares MSCI Peru and Global Exposure ETF shares in Q4 2013, an estimated $9K.
  • Northwestern Mutual Wealth Management first reported a position in iShares MSCI Peru and Global Exposure ETF in Q2 2013 and held it in 2 quarters.
  • Northwestern Mutual Wealth Management's iShares MSCI Peru and Global Exposure ETF position peaked at $9K in Q3 2013.
  • 39 funds tracked by Wall St. Rank held iShares MSCI Peru and Global Exposure ETF as of Q4 2013.

Based on Northwestern Mutual Wealth Management's 13F filing for Q4 2013, filed 14 Feb 2014.