Northwestern Mutual Wealth Management
REVS icon

Northwestern Mutual Wealth Management’s Columbia Research Enhanced Value ETF REVS Stock Holding History

Northwestern Mutual Wealth Management’s Portfolio REVS Stock Details REVS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q4 		– Sell
-285
Closed -$5.81K – 3646
2023
Q3 		$5.81K Sell
285
-172
-38% -$3.62K ﹤0.01% 2713
2023
Q2 		$9.55K Buy
+457
New +$9.19K ﹤0.01% 2592

Other funds holding REVS

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LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return
PVI
Pine Valley Investments Marlton, New Jersey $2.53B AUM 36.18% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return
HGERS
Householder Group Estate & Retirement Specialist Scottsdale, Arizona $134M AUM 22.36% 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
HI
Harbour Investments Madison, Wisconsin $6.48B AUM 18.23% 1-Year Est. Return

Northwestern Mutual Wealth Management's REVS Position: Q4 2023 in Review

Northwestern Mutual Wealth Management sold out of Columbia Research Enhanced Value ETF (REVS) in Q4 2023, closing a stake of 285 shares — an estimated $5.81K sold.

Northwestern Mutual Wealth Management first reported a position in REVS in Q2 2023 and held it in 2 quarters. The position peaked at $9.55K in Q2 2023. 13 funds tracked by Wall St. Rank hold REVS as of Q4 2023.

  • Northwestern Mutual Wealth Management reported no remaining Columbia Research Enhanced Value ETF position as of Q4 2023 after selling out during the quarter.
  • Northwestern Mutual Wealth Management sold 285 Columbia Research Enhanced Value ETF shares in Q4 2023, an estimated $5.81K.
  • Northwestern Mutual Wealth Management first reported a position in Columbia Research Enhanced Value ETF in Q2 2023 and held it in 2 quarters.
  • Northwestern Mutual Wealth Management's Columbia Research Enhanced Value ETF position peaked at $9.55K in Q2 2023.
  • 13 funds tracked by Wall St. Rank held Columbia Research Enhanced Value ETF as of Q4 2023.

Based on Northwestern Mutual Wealth Management's 13F filing for Q4 2023, filed 13 Feb 2024.