Northwestern Mutual Wealth Management
PUW

Northwestern Mutual Wealth Management’s Invesco WilderHill Progressive Energy ETF PUW Stock Holding History

Northwestern Mutual Wealth Management’s Portfolio PUW Stock Details PUW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q3 		– Sell
-500
Closed -$13K – 2742
2018
Q2 		$13K Buy
+500
New +$12.8K ﹤0.01% 1766

Other funds holding PUW

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Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
SIAP
Sterling Investment Advisors (Pennsylvania) Berwyn, Pennsylvania $599M AUM 28.66% 1-Year Est. Return
ADL
Asset Dedication LLC San Francisco, California $1.59B AUM 26.56% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Northwestern Mutual Wealth Management's PUW Position: Q3 2018 in Review

Northwestern Mutual Wealth Management sold out of Invesco WilderHill Progressive Energy ETF (PUW) in Q3 2018, closing a stake of 500 shares — an estimated $13K sold.

Northwestern Mutual Wealth Management first reported a position in PUW in Q2 2018 and held it in 1 quarter. The position peaked at $13K in Q2 2018. 18 funds tracked by Wall St. Rank hold PUW as of Q3 2018.

  • Northwestern Mutual Wealth Management reported no remaining Invesco WilderHill Progressive Energy ETF position as of Q3 2018 after selling out during the quarter.
  • Northwestern Mutual Wealth Management sold 500 Invesco WilderHill Progressive Energy ETF shares in Q3 2018, an estimated $13K.
  • Northwestern Mutual Wealth Management first reported a position in Invesco WilderHill Progressive Energy ETF in Q2 2018 and held it in 1 quarter.
  • Northwestern Mutual Wealth Management's Invesco WilderHill Progressive Energy ETF position peaked at $13K in Q2 2018.
  • 18 funds tracked by Wall St. Rank held Invesco WilderHill Progressive Energy ETF as of Q3 2018.

Based on Northwestern Mutual Wealth Management's 13F filing for Q3 2018, filed 1 Nov 2018.