Northwestern Mutual Wealth Management
IPU

Northwestern Mutual Wealth Management’s SPDR S&P International Utilities Sector IPU Stock Holding History

Northwestern Mutual Wealth Management’s Portfolio IPU Stock Details IPU Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q3 		– Sell
-850
Closed -$17K – 1517
2014
Q2 		$17K Buy
850
+764
+888% +$14.9K ﹤0.01% 809
2014
Q1 		$2K Buy
+86
New +$1.58K ﹤0.01% 1170

Other funds holding IPU

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
VKH
Virtu KCG Holdings New York $3.6B AUM 17.11% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
U
UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
TAG
Tactical Allocation Group Birmingham, Michigan $62.6M AUM 2.17% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Northwestern Mutual Wealth Management's IPU Position: Q3 2014 in Review

Northwestern Mutual Wealth Management sold out of SPDR S&P International Utilities Sector (IPU) in Q3 2014, closing a stake of 850 shares — an estimated $17K sold.

Northwestern Mutual Wealth Management first reported a position in IPU in Q1 2014 and held it in 2 quarters. The position peaked at $17K in Q2 2014. 16 funds tracked by Wall St. Rank hold IPU as of Q3 2014.

  • Northwestern Mutual Wealth Management reported no remaining SPDR S&P International Utilities Sector position as of Q3 2014 after selling out during the quarter.
  • Northwestern Mutual Wealth Management sold 850 SPDR S&P International Utilities Sector shares in Q3 2014, an estimated $17K.
  • Northwestern Mutual Wealth Management first reported a position in SPDR S&P International Utilities Sector in Q1 2014 and held it in 2 quarters.
  • Northwestern Mutual Wealth Management's SPDR S&P International Utilities Sector position peaked at $17K in Q2 2014.
  • 16 funds tracked by Wall St. Rank held SPDR S&P International Utilities Sector as of Q3 2014.

Based on Northwestern Mutual Wealth Management's 13F filing for Q3 2014, filed 14 Nov 2014.