Northwestern Mutual Wealth Management
ULQ

Northwestern Mutual Wealth Management’s CLAYMORE US CAPITAL MARKETS MICRO-TERM FIXED INCOME ETF ULQ Stock Holding History

Northwestern Mutual Wealth Management’s Portfolio ULQ Stock Details ULQ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q2 		– Sell
-9
Closed – – 1498
2014
Q1 		$0 Buy
+9
New – ﹤0.01% 1609
2013
Q4 		– Sell
-33
Closed -$2K – 1709
2013
Q3 		$2K Buy
+33
New +$2K ﹤0.01% 1256

Other funds holding ULQ

WIM
Windhaven Investment Management Boston, Massachusetts $7.79B AUM 7.81% 1-Year Est. Return
PAG
Pinnacle Advisory Group Columbia, Maryland $2.17B AUM 39.21% 1-Year Est. Return
TCM
TD Capital Management Memphis, Tennessee $1.11B AUM 10.06% 1-Year Est. Return
NYLIM
New York Life Investment Management New York $11.8B AUM 23.45% 1-Year Est. Return
AIM
Astor Investment Management Chicago, Illinois $185M AUM 8.46% 1-Year Est. Return
U
UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
BCMO
Buckingham Capital Management (Ohio) Dayton, Ohio $872M AUM 18.49% 1-Year Est. Return

Northwestern Mutual Wealth Management's ULQ Position: Q2 2014 in Review

Northwestern Mutual Wealth Management sold out of CLAYMORE US CAPITAL MARKETS MICRO-TERM FIXED INCOME ETF (ULQ) in Q2 2014, closing a stake of 9 shares.

Northwestern Mutual Wealth Management first reported a position in ULQ in Q3 2013 and held it in 2 quarters. The position peaked at $2K in Q3 2013. 63 funds tracked by Wall St. Rank hold ULQ as of Q2 2014.

  • Northwestern Mutual Wealth Management reported no remaining CLAYMORE US CAPITAL MARKETS MICRO-TERM FIXED INCOME ETF position as of Q2 2014 after selling out during the quarter.
  • Northwestern Mutual Wealth Management sold 9 CLAYMORE US CAPITAL MARKETS MICRO-TERM FIXED INCOME ETF shares in Q2 2014.
  • Northwestern Mutual Wealth Management first reported a position in CLAYMORE US CAPITAL MARKETS MICRO-TERM FIXED INCOME ETF in Q3 2013 and held it in 2 quarters.
  • Northwestern Mutual Wealth Management's CLAYMORE US CAPITAL MARKETS MICRO-TERM FIXED INCOME ETF position peaked at $2K in Q3 2013.
  • 63 funds tracked by Wall St. Rank held CLAYMORE US CAPITAL MARKETS MICRO-TERM FIXED INCOME ETF as of Q2 2014.

Based on Northwestern Mutual Wealth Management's 13F filing for Q2 2014, filed 5 Aug 2014.