Northwestern Mutual Wealth Management’s PWSHS S&P 500 HIGH QTY PORTF S&P HIGH QTY RKGS INDEX PIV Stock Holding History

Northwestern Mutual Wealth Management’s Portfolio PIV Stock Details PIV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2018 Q2	–	Sell	-387	Closed	-$12K	–	2604
2018 Q1	$12K	Sell	387 -563	-59%	-$17.5K	﹤0.01%	1723
2017 Q4	$29K	Buy	950 +716	+306%	+$21.9K	﹤0.01%	1384
2017 Q3	$7K	Sell	234 -109	-32%	-$3.26K	﹤0.01%	1763
2017 Q2	$10K	Sell	343 -465	-58%	-$13.6K	﹤0.01%	1609
2017 Q1	$22K	Buy	808 +574	+245%	+$15.6K	﹤0.01%	1307
2016 Q4	$6K	Buy	+234	New	+$6K	﹤0.01%	1824
2014 Q2	–	Sell	-865	Closed	-$18K	–	1497
2014 Q1	$18K	Buy	+865	New	+$18K	﹤0.01%	782

Other funds holding PIV

LTFS

Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return

SMG

Smart Money Group Eastland, Texas $390M AUM 21.29% 1-Year Est. Return

PWAG

Polaris Wealth Advisory Group San Rafael, California $1.31B AUM 17.95% 1-Year Est. Return

Northwestern Mutual Wealth Management's PIV Position: Q2 2018 in Review

Northwestern Mutual Wealth Management sold out of PWSHS S&P 500 HIGH QTY PORTF S&P HIGH QTY RKGS INDEX (PIV) in Q2 2018, closing a stake of 387 shares — an estimated $12K sold.

Northwestern Mutual Wealth Management first reported a position in PIV in Q1 2014 and held it in 7 quarters. The position peaked at $29K in Q4 2017. 3 funds tracked by Wall St. Rank hold PIV as of Q2 2018.

Northwestern Mutual Wealth Management reported no remaining PWSHS S&P 500 HIGH QTY PORTF S&P HIGH QTY RKGS INDEX position as of Q2 2018 after selling out during the quarter.
Northwestern Mutual Wealth Management sold 387 PWSHS S&P 500 HIGH QTY PORTF S&P HIGH QTY RKGS INDEX shares in Q2 2018, an estimated $12K.
Northwestern Mutual Wealth Management first reported a position in PWSHS S&P 500 HIGH QTY PORTF S&P HIGH QTY RKGS INDEX in Q1 2014 and held it in 7 quarters.
Northwestern Mutual Wealth Management's PWSHS S&P 500 HIGH QTY PORTF S&P HIGH QTY RKGS INDEX position peaked at $29K in Q4 2017.
3 funds tracked by Wall St. Rank held PWSHS S&P 500 HIGH QTY PORTF S&P HIGH QTY RKGS INDEX as of Q2 2018.

Based on Northwestern Mutual Wealth Management's 13F filing for Q2 2018, filed 10 Aug 2018.