Northwestern Mutual Wealth Management
RTL

Northwestern Mutual Wealth Management’s ISHARES TR RETAIL REAL ESTATE CAPPED ETF RTL Stock Holding History

Northwestern Mutual Wealth Management’s Portfolio RTL Stock Details RTL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2013
Q4 		– Sell
-467
Closed -$16K – 1678
2013
Q3 		$16K Buy
+467
New +$16.9K ﹤0.01% 786

Other funds holding RTL

PSI
Pinnacle Summer Investments Fairfax, Virginia $678M AUM 9.54% 1-Year Est. Return
VKH
Virtu KCG Holdings New York $3.6B AUM 17.11% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
NES
New England Securities New York $285M AUM 7.18% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
U
UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AIG
American International Group New York $609M AUM 23.67% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Northwestern Mutual Wealth Management's RTL Position: Q4 2013 in Review

Northwestern Mutual Wealth Management sold out of ISHARES TR RETAIL REAL ESTATE CAPPED ETF (RTL) in Q4 2013, closing a stake of 467 shares — an estimated $16K sold.

Northwestern Mutual Wealth Management first reported a position in RTL in Q3 2013 and held it in 1 quarter. The position peaked at $16K in Q3 2013. 11 funds tracked by Wall St. Rank hold RTL as of Q4 2013.

  • Northwestern Mutual Wealth Management reported no remaining ISHARES TR RETAIL REAL ESTATE CAPPED ETF position as of Q4 2013 after selling out during the quarter.
  • Northwestern Mutual Wealth Management sold 467 ISHARES TR RETAIL REAL ESTATE CAPPED ETF shares in Q4 2013, an estimated $16K.
  • Northwestern Mutual Wealth Management first reported a position in ISHARES TR RETAIL REAL ESTATE CAPPED ETF in Q3 2013 and held it in 1 quarter.
  • Northwestern Mutual Wealth Management's ISHARES TR RETAIL REAL ESTATE CAPPED ETF position peaked at $16K in Q3 2013.
  • 11 funds tracked by Wall St. Rank held ISHARES TR RETAIL REAL ESTATE CAPPED ETF as of Q4 2013.

Based on Northwestern Mutual Wealth Management's 13F filing for Q4 2013, filed 14 Feb 2014.