Northwestern Mutual Wealth Management’s POWERSHARES DYNAMIC MID CAP GRTH PORTFOLIO PWJ Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2017 Q4	–	Sell	-125	Closed	-$5K	–	2563
2017 Q3	$5K	Buy	+125	New	+$5K	﹤0.01%	1845
2016 Q2	–	Sell	-1,650	Closed	-$48K	–	2444
2016 Q1	$48K	Buy	+1,650	New	+$48K	﹤0.01%	911
2015 Q1	–	Sell	-27	Closed	-$1K	–	2046
2014 Q4	$1K	Buy	+27	New	+$1K	﹤0.01%	1680

Other funds holding PWJ

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

IFWM

Institute for Wealth Management Denver, Colorado $938M AUM 29.36% 1-Year Est. Return

UWPG

Ullmann Wealth Partners Group Jacksonville Beach, Florida $963M AUM 17.06% 1-Year Est. Return

LTFS

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

IFC Holdings Tampa, Florida $1.45B AUM 15.5% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Advisor Group Phoenix, Arizona $14.5B AUM 24.86% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

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

Northwestern Mutual Wealth Management sold out of POWERSHARES DYNAMIC MID CAP GRTH PORTFOLIO (PWJ) in Q4 2017, closing a stake of 125 shares — an estimated $5K sold.

Northwestern Mutual Wealth Management first reported a position in PWJ in Q4 2014 and held it in 3 quarters. The position peaked at $48K in Q1 2016. 34 funds tracked by Wall St. Rank hold PWJ as of Q4 2017.

Northwestern Mutual Wealth Management reported no remaining POWERSHARES DYNAMIC MID CAP GRTH PORTFOLIO position as of Q4 2017 after selling out during the quarter.
Northwestern Mutual Wealth Management sold 125 POWERSHARES DYNAMIC MID CAP GRTH PORTFOLIO shares in Q4 2017, an estimated $5K.
Northwestern Mutual Wealth Management first reported a position in POWERSHARES DYNAMIC MID CAP GRTH PORTFOLIO in Q4 2014 and held it in 3 quarters.
Northwestern Mutual Wealth Management's POWERSHARES DYNAMIC MID CAP GRTH PORTFOLIO position peaked at $48K in Q1 2016.
34 funds tracked by Wall St. Rank held POWERSHARES DYNAMIC MID CAP GRTH PORTFOLIO as of Q4 2017.

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