Northwestern Mutual Wealth Management
PWT

Northwestern Mutual Wealth Management’s POWERSHARES DYNAMIC SMALL CAP GROWTH PORTFOLIO PWT Stock Holding History

Northwestern Mutual Wealth Management’s Portfolio PWT Stock Details PWT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q2 		– Sell
-1,683
Closed -$38K – 2443
2016
Q1 		$38K Buy
+1,683
New +$38K ﹤0.01% 983
2015
Q1 		– Sell
-31
Closed -$1K – 2045
2014
Q4 		$1K Buy
+31
New +$1K ﹤0.01% 1679

Other funds holding PWT

Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
CWM
Concert Wealth Management San Jose, California $24.7M AUM 14.91% 1-Year Est. Return
SG Americas Securities
SG Americas Securities New York $92.9B AUM 36.98% 1-Year Est. Return
SG
Societe Generale $14.1B AUM
LTFS
Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return
AG
Advisor Group Phoenix, Arizona $14.5B AUM 24.86% 1-Year Est. Return

Northwestern Mutual Wealth Management's PWT Position: Q2 2016 in Review

Northwestern Mutual Wealth Management sold out of POWERSHARES DYNAMIC SMALL CAP GROWTH PORTFOLIO (PWT) in Q2 2016, closing a stake of 1,683 shares — an estimated $38K sold.

Northwestern Mutual Wealth Management first reported a position in PWT in Q4 2014 and held it in 2 quarters. The position peaked at $38K in Q1 2016. 18 funds tracked by Wall St. Rank hold PWT as of Q2 2016.

  • Northwestern Mutual Wealth Management reported no remaining POWERSHARES DYNAMIC SMALL CAP GROWTH PORTFOLIO position as of Q2 2016 after selling out during the quarter.
  • Northwestern Mutual Wealth Management sold 1,683 POWERSHARES DYNAMIC SMALL CAP GROWTH PORTFOLIO shares in Q2 2016, an estimated $38K.
  • Northwestern Mutual Wealth Management first reported a position in POWERSHARES DYNAMIC SMALL CAP GROWTH PORTFOLIO in Q4 2014 and held it in 2 quarters.
  • Northwestern Mutual Wealth Management's POWERSHARES DYNAMIC SMALL CAP GROWTH PORTFOLIO position peaked at $38K in Q1 2016.
  • 18 funds tracked by Wall St. Rank held POWERSHARES DYNAMIC SMALL CAP GROWTH PORTFOLIO as of Q2 2016.

Based on Northwestern Mutual Wealth Management's 13F filing for Q2 2016, filed 29 Aug 2016.