Northwestern Mutual Wealth Management
IPF

Northwestern Mutual Wealth Management’s SPDR S&P International Financial Sector IPF Stock Holding History

Northwestern Mutual Wealth Management’s Portfolio IPF Stock Details IPF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q2 		– Sell
-67
Closed -$1K – 1452
2014
Q1 		$1K Buy
+67
New +$1.5K ﹤0.01% 1233

Other funds holding IPF

CIA
Choate Investment Advisors Boston, Massachusetts $5.11B AUM 17.2% 1-Year Est. Return
ST
Spinnaker Trust Portland, Maine $1.81B AUM 17.83% 1-Year Est. Return
PI
Placemark Investments Chicago, Illinois $5.66B AUM 10.93% 1-Year Est. Return
CAN
Cetera Advisor Networks El Segundo, California $20.2B AUM 22.31% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
U
UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Northwestern Mutual Wealth Management's IPF Position: Q2 2014 in Review

Northwestern Mutual Wealth Management sold out of SPDR S&P International Financial Sector (IPF) in Q2 2014, closing a stake of 67 shares — an estimated $1K sold.

Northwestern Mutual Wealth Management first reported a position in IPF in Q1 2014 and held it in 1 quarter. The position peaked at $1K in Q1 2014. 12 funds tracked by Wall St. Rank hold IPF as of Q2 2014.

  • Northwestern Mutual Wealth Management reported no remaining SPDR S&P International Financial Sector position as of Q2 2014 after selling out during the quarter.
  • Northwestern Mutual Wealth Management sold 67 SPDR S&P International Financial Sector shares in Q2 2014, an estimated $1K.
  • Northwestern Mutual Wealth Management first reported a position in SPDR S&P International Financial Sector in Q1 2014 and held it in 1 quarter.
  • Northwestern Mutual Wealth Management's SPDR S&P International Financial Sector position peaked at $1K in Q1 2014.
  • 12 funds tracked by Wall St. Rank held SPDR S&P International Financial Sector as of Q2 2014.

Based on Northwestern Mutual Wealth Management's 13F filing for Q2 2014, filed 5 Aug 2014.