Northwestern Mutual Wealth Management
IVC

Northwestern Mutual Wealth Management’s Invacare Corporation IVC Stock Holding History

Northwestern Mutual Wealth Management’s Portfolio IVC Stock Details IVC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q4 		– Sell
-25
Closed – – 2491
2017
Q3 		$0 Buy
+25
New +$357 ﹤0.01% 2308
2016
Q1 		– Sell
-4,177
Closed -$73K – 2330
2015
Q4 		$73K Buy
+4,177
New +$75.4K ﹤0.01% 699

Other funds holding IVC

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
DCM
Daruma Capital Management New York $879M AUM 2.11% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
WRF
Waddell & Reed Financial Overland Park, Kansas $48.6B AUM 84.78% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Northwestern Mutual Wealth Management's IVC Position: Q4 2017 in Review

Northwestern Mutual Wealth Management sold out of Invacare Corporation (IVC) in Q4 2017, closing a stake of 25 shares.

Northwestern Mutual Wealth Management first reported a position in IVC in Q4 2015 and held it in 2 quarters. The position peaked at $73K in Q4 2015. 150 funds tracked by Wall St. Rank hold IVC as of Q4 2017.

  • Northwestern Mutual Wealth Management reported no remaining Invacare Corporation position as of Q4 2017 after selling out during the quarter.
  • Northwestern Mutual Wealth Management sold 25 Invacare Corporation shares in Q4 2017.
  • Northwestern Mutual Wealth Management first reported a position in Invacare Corporation in Q4 2015 and held it in 2 quarters.
  • Northwestern Mutual Wealth Management's Invacare Corporation position peaked at $73K in Q4 2015.
  • 150 funds tracked by Wall St. Rank held Invacare Corporation as of Q4 2017.

Based on Northwestern Mutual Wealth Management's 13F filing for Q4 2017, filed 31 Jan 2018.