Northwestern Mutual Wealth Management
IPW

Northwestern Mutual Wealth Management’s SPDR S&P International Energy Sector IPW Stock Holding History

Northwestern Mutual Wealth Management’s Portfolio IPW Stock Details IPW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q2 		– Sell
-64
Closed -$2K – 1503
2014
Q1 		$2K Buy
+64
New +$1.65K ﹤0.01% 1183

Other funds holding IPW

State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
PI
Placemark Investments Chicago, Illinois $5.66B AUM 10.93% 1-Year Est. Return
VKH
Virtu KCG Holdings New York $3.6B AUM 17.11% 1-Year Est. Return
SAA
Southeast Asset Advisors Thomasville, Georgia $913M AUM 25.32% 1-Year Est. Return
U
UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

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

Northwestern Mutual Wealth Management sold out of SPDR S&P International Energy Sector (IPW) in Q2 2014, closing a stake of 64 shares — an estimated $2K sold.

Northwestern Mutual Wealth Management first reported a position in IPW in Q1 2014 and held it in 1 quarter. The position peaked at $2K in Q1 2014. 17 funds tracked by Wall St. Rank hold IPW as of Q2 2014.

  • Northwestern Mutual Wealth Management reported no remaining SPDR S&P International Energy Sector position as of Q2 2014 after selling out during the quarter.
  • Northwestern Mutual Wealth Management sold 64 SPDR S&P International Energy Sector shares in Q2 2014, an estimated $2K.
  • Northwestern Mutual Wealth Management first reported a position in SPDR S&P International Energy Sector in Q1 2014 and held it in 1 quarter.
  • Northwestern Mutual Wealth Management's SPDR S&P International Energy Sector position peaked at $2K in Q1 2014.
  • 17 funds tracked by Wall St. Rank held SPDR S&P International Energy Sector as of Q2 2014.

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