Northwestern Mutual Wealth Management
NY

Northwestern Mutual Wealth Management’s ISHARES NYSE 100 ETF NY Stock Holding History

Northwestern Mutual Wealth Management’s Portfolio NY Stock Details NY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q1 		– Sell
-778
Closed -$66K – 1580
2013
Q4 		$66K Hold
778
– – ﹤0.01% 554
2013
Q3 		$60K Buy
+778
New +$60.9K ﹤0.01% 544

Other funds holding NY

Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
MFS
MSI Financial Services Springfield, Massachusetts $3.07B AUM 12.48% 1-Year Est. Return
Axa
Axa Paris, France $256M AUM 25.01% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 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 16.35% 1-Year Est. Return

Northwestern Mutual Wealth Management's NY Position: Q1 2014 in Review

Northwestern Mutual Wealth Management sold out of ISHARES NYSE 100 ETF (NY) in Q1 2014, closing a stake of 778 shares — an estimated $66K sold.

Northwestern Mutual Wealth Management first reported a position in NY in Q3 2013 and held it in 2 quarters. The position peaked at $66K in Q4 2013. 12 funds tracked by Wall St. Rank hold NY as of Q1 2014.

  • Northwestern Mutual Wealth Management reported no remaining ISHARES NYSE 100 ETF position as of Q1 2014 after selling out during the quarter.
  • Northwestern Mutual Wealth Management sold 778 ISHARES NYSE 100 ETF shares in Q1 2014, an estimated $66K.
  • Northwestern Mutual Wealth Management first reported a position in ISHARES NYSE 100 ETF in Q3 2013 and held it in 2 quarters.
  • Northwestern Mutual Wealth Management's ISHARES NYSE 100 ETF position peaked at $66K in Q4 2013.
  • 12 funds tracked by Wall St. Rank held ISHARES NYSE 100 ETF as of Q1 2014.

Based on Northwestern Mutual Wealth Management's 13F filing for Q1 2014, filed 15 May 2014.