Northwestern Mutual Wealth Management
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Northwestern Mutual Wealth Management’s First Trust Asia Pacific ex-Japan AlphaDEX Fund FPA Stock Holding History

Northwestern Mutual Wealth Management’s Portfolio FPA Stock Details FPA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q4 		– Sell
-381
Closed -$12K – 1744
2014
Q3 		$12K Buy
381
+204
+115% +$6.39K ﹤0.01% 899
2014
Q2 		$5K Buy
+177
New +$5.23K ﹤0.01% 1017

Other funds holding FPA

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
JG
Jefferies Group New York $12B AUM 6.2% 1-Year Est. Return
SAM
SignalPoint Asset Management Springfield, Missouri $411M AUM 23.81% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

Northwestern Mutual Wealth Management's FPA Position: Q4 2014 in Review

Northwestern Mutual Wealth Management sold out of First Trust Asia Pacific ex-Japan AlphaDEX Fund (FPA) in Q4 2014, closing a stake of 381 shares — an estimated $12K sold.

Northwestern Mutual Wealth Management first reported a position in FPA in Q2 2014 and held it in 2 quarters. The position peaked at $12K in Q3 2014. 14 funds tracked by Wall St. Rank hold FPA as of Q4 2014.

  • Northwestern Mutual Wealth Management reported no remaining First Trust Asia Pacific ex-Japan AlphaDEX Fund position as of Q4 2014 after selling out during the quarter.
  • Northwestern Mutual Wealth Management sold 381 First Trust Asia Pacific ex-Japan AlphaDEX Fund shares in Q4 2014, an estimated $12K.
  • Northwestern Mutual Wealth Management first reported a position in First Trust Asia Pacific ex-Japan AlphaDEX Fund in Q2 2014 and held it in 2 quarters.
  • Northwestern Mutual Wealth Management's First Trust Asia Pacific ex-Japan AlphaDEX Fund position peaked at $12K in Q3 2014.
  • 14 funds tracked by Wall St. Rank held First Trust Asia Pacific ex-Japan AlphaDEX Fund as of Q4 2014.

Based on Northwestern Mutual Wealth Management's 13F filing for Q4 2014, filed 13 Feb 2015.