Northwestern Mutual Wealth Management’s Invesco S&P 500 Value with Momentum ETF SPVM Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2015 Q1	–	Sell	-216	Closed	-$7K	–	1802
2014 Q4	$7K	Buy	+216	New	+$6.59K	﹤0.01%	1200

Other funds holding SPVM

WBG

Wharton Business Group Malvern, Pennsylvania $2.65B AUM 20.73% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

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

TFA

Transamerica Financial Advisors St. Petersburg, Florida $1.17B AUM 23.36% 1-Year Est. Return

SG Americas Securities New York $92.9B AUM 36.98% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

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

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

Northwestern Mutual Wealth Management's SPVM Position: Q1 2015 in Review

Northwestern Mutual Wealth Management sold out of Invesco S&P 500 Value with Momentum ETF (SPVM) in Q1 2015, closing a stake of 216 shares — an estimated $7K sold.

Northwestern Mutual Wealth Management first reported a position in SPVM in Q4 2014 and held it in 1 quarter. The position peaked at $7K in Q4 2014. 13 funds tracked by Wall St. Rank hold SPVM as of Q1 2015.

Northwestern Mutual Wealth Management reported no remaining Invesco S&P 500 Value with Momentum ETF position as of Q1 2015 after selling out during the quarter.
Northwestern Mutual Wealth Management sold 216 Invesco S&P 500 Value with Momentum ETF shares in Q1 2015, an estimated $7K.
Northwestern Mutual Wealth Management first reported a position in Invesco S&P 500 Value with Momentum ETF in Q4 2014 and held it in 1 quarter.
Northwestern Mutual Wealth Management's Invesco S&P 500 Value with Momentum ETF position peaked at $7K in Q4 2014.
13 funds tracked by Wall St. Rank held Invesco S&P 500 Value with Momentum ETF as of Q1 2015.

Based on Northwestern Mutual Wealth Management's 13F filing for Q1 2015, filed 15 May 2015.