Northwestern Mutual Wealth Management
UCI

Northwestern Mutual Wealth Management’s E-TRACS UBS Bloomberg CMCI ETN UCI Stock Holding History

Northwestern Mutual Wealth Management’s Portfolio UCI Stock Details UCI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q3 		– Sell
-145
Closed -$2K – 2707
2018
Q2 		$2K Buy
+145
New +$2.29K ﹤0.01% 2219
2013
Q4 		– Sell
-52
Closed -$1K – 1612
2013
Q3 		$1K Buy
+52
New +$1.07K ﹤0.01% 1304

Other funds holding UCI

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
APCM
Alaska Permanent Capital Management Anchorage, Alaska $1.43B AUM 13.12% 1-Year Est. Return
BAS
Brown Advisory Securities Baltimore, Maryland $27.3M AUM 10.67% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
DWT
Dorsey & Whitney Trust Sioux Falls, South Dakota $1.82B AUM 19.69% 1-Year Est. Return
MHS
M Holdings Securities Portland, Oregon $1.48B AUM 26.15% 1-Year Est. Return
IWMA
Ironwood Wealth Management (Arizona) Chandler, Arizona $349M AUM 12.51% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
AG
Advisor Group Phoenix, Arizona $14.5B AUM 24.86% 1-Year Est. Return
TFA
Transamerica Financial Advisors St. Petersburg, Florida $1.17B AUM 23.36% 1-Year Est. Return

Northwestern Mutual Wealth Management's UCI Position: Q3 2018 in Review

Northwestern Mutual Wealth Management sold out of E-TRACS UBS Bloomberg CMCI ETN (UCI) in Q3 2018, closing a stake of 145 shares — an estimated $2K sold.

Northwestern Mutual Wealth Management first reported a position in UCI in Q3 2013 and held it in 2 quarters. The position peaked at $2K in Q2 2018. 11 funds tracked by Wall St. Rank hold UCI as of Q3 2018.

  • Northwestern Mutual Wealth Management reported no remaining E-TRACS UBS Bloomberg CMCI ETN position as of Q3 2018 after selling out during the quarter.
  • Northwestern Mutual Wealth Management sold 145 E-TRACS UBS Bloomberg CMCI ETN shares in Q3 2018, an estimated $2K.
  • Northwestern Mutual Wealth Management first reported a position in E-TRACS UBS Bloomberg CMCI ETN in Q3 2013 and held it in 2 quarters.
  • Northwestern Mutual Wealth Management's E-TRACS UBS Bloomberg CMCI ETN position peaked at $2K in Q2 2018.
  • 11 funds tracked by Wall St. Rank held E-TRACS UBS Bloomberg CMCI ETN as of Q3 2018.

Based on Northwestern Mutual Wealth Management's 13F filing for Q3 2018, filed 1 Nov 2018.