Northwestern Mutual Wealth Management’s POWERSHARES DYNAMIC SMALL CAP VALUE PORTFOLIO PWY Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2017 Q4	–	Sell	-38	Closed	-$1K	–	2564
2017 Q3	$1K	Buy	+38	New	+$1K	﹤0.01%	2125
2015 Q1	–	Sell	-36	Closed	-$1K	–	2047
2014 Q4	$1K	Buy	+36	New	+$1K	﹤0.01%	1681

Other funds holding PWY

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

TAIM

TD Ameritrade Investment Management Omaha, Nebraska $9.4B AUM 7.2% 1-Year Est. Return

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

CCM

Condor Capital Management Martinsville, New Jersey $1.2B AUM 13.18% 1-Year Est. Return

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

CCA

Clearwater Capital Advisors Hoffman Estates, Illinois $1.24B AUM 15.23% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

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

Northwestern Mutual Wealth Management sold out of POWERSHARES DYNAMIC SMALL CAP VALUE PORTFOLIO (PWY) in Q4 2017, closing a stake of 38 shares — an estimated $1K sold.

Northwestern Mutual Wealth Management first reported a position in PWY in Q4 2014 and held it in 2 quarters. The position peaked at $1K in Q3 2017. 37 funds tracked by Wall St. Rank hold PWY as of Q4 2017.

Northwestern Mutual Wealth Management reported no remaining POWERSHARES DYNAMIC SMALL CAP VALUE PORTFOLIO position as of Q4 2017 after selling out during the quarter.
Northwestern Mutual Wealth Management sold 38 POWERSHARES DYNAMIC SMALL CAP VALUE PORTFOLIO shares in Q4 2017, an estimated $1K.
Northwestern Mutual Wealth Management first reported a position in POWERSHARES DYNAMIC SMALL CAP VALUE PORTFOLIO in Q4 2014 and held it in 2 quarters.
Northwestern Mutual Wealth Management's POWERSHARES DYNAMIC SMALL CAP VALUE PORTFOLIO position peaked at $1K in Q3 2017.
37 funds tracked by Wall St. Rank held POWERSHARES DYNAMIC SMALL CAP VALUE PORTFOLIO as of Q4 2017.

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