Northwestern Mutual Wealth Management
PWP

Northwestern Mutual Wealth Management’s POWERSHARES DYNAMIC MID CAP VALUE PORTFOLIO PWP Stock Holding History

Northwestern Mutual Wealth Management’s Portfolio PWP Stock Details PWP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q1 		– Sell
-3,150
Closed -$99K – 2581
2017
Q4 		$99K Buy
+3,150
New +$99K ﹤0.01% 928
2015
Q1 		– Sell
-90
Closed -$2K – 2054
2014
Q4 		$2K Buy
+90
New +$2K ﹤0.01% 1598

Other funds holding PWP

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
AG
Advisor Group Phoenix, Arizona $14.5B AUM 24.86% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
IFWM
Institute for Wealth Management Denver, Colorado $1.13B AUM 39.73% 1-Year Est. Return

Northwestern Mutual Wealth Management's PWP Position: Q1 2018 in Review

Northwestern Mutual Wealth Management sold out of POWERSHARES DYNAMIC MID CAP VALUE PORTFOLIO (PWP) in Q1 2018, closing a stake of 3,150 shares — an estimated $99K sold.

Northwestern Mutual Wealth Management first reported a position in PWP in Q4 2014 and held it in 2 quarters. The position peaked at $99K in Q4 2017. 25 funds tracked by Wall St. Rank hold PWP as of Q1 2018.

  • Northwestern Mutual Wealth Management reported no remaining POWERSHARES DYNAMIC MID CAP VALUE PORTFOLIO position as of Q1 2018 after selling out during the quarter.
  • Northwestern Mutual Wealth Management sold 3,150 POWERSHARES DYNAMIC MID CAP VALUE PORTFOLIO shares in Q1 2018, an estimated $99K.
  • Northwestern Mutual Wealth Management first reported a position in POWERSHARES DYNAMIC MID CAP VALUE PORTFOLIO in Q4 2014 and held it in 2 quarters.
  • Northwestern Mutual Wealth Management's POWERSHARES DYNAMIC MID CAP VALUE PORTFOLIO position peaked at $99K in Q4 2017.
  • 25 funds tracked by Wall St. Rank held POWERSHARES DYNAMIC MID CAP VALUE PORTFOLIO as of Q1 2018.

Based on Northwestern Mutual Wealth Management's 13F filing for Q1 2018, filed 14 May 2018.