Northwestern Mutual Wealth Management
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Northwestern Mutual Wealth Management’s ProShares Ultra Real Estate URE Stock Holding History

Northwestern Mutual Wealth Management’s Portfolio URE Stock Details URE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q4 		– Sell
-400
Closed -$17K – 1825
2014
Q3 		$17K Buy
+400
New +$18.4K ﹤0.01% 854

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VF
Virtu Financial New York $2.41B AUM 48.35% 1-Year Est. Return
TFA
Toth Financial Advisory Leesburg, Virginia $1.02B AUM 28.36% 1-Year Est. Return
CT
CMT Trading Chicago, Illinois $22.4M AUM 78.15% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
EWA
Exencial Wealth Advisors Oklahoma City, Oklahoma $3.22B AUM 20.17% 1-Year Est. Return
WSTAM
Wilbanks Smith & Thomas Asset Management Norfolk, Virginia $3.57B AUM 21.11% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Northwestern Mutual Wealth Management's URE Position: Q4 2014 in Review

Northwestern Mutual Wealth Management sold out of ProShares Ultra Real Estate (URE) in Q4 2014, closing a stake of 400 shares — an estimated $17K sold.

Northwestern Mutual Wealth Management first reported a position in URE in Q3 2014 and held it in 1 quarter. The position peaked at $17K in Q3 2014. 28 funds tracked by Wall St. Rank hold URE as of Q4 2014.

  • Northwestern Mutual Wealth Management reported no remaining ProShares Ultra Real Estate position as of Q4 2014 after selling out during the quarter.
  • Northwestern Mutual Wealth Management sold 400 ProShares Ultra Real Estate shares in Q4 2014, an estimated $17K.
  • Northwestern Mutual Wealth Management first reported a position in ProShares Ultra Real Estate in Q3 2014 and held it in 1 quarter.
  • Northwestern Mutual Wealth Management's ProShares Ultra Real Estate position peaked at $17K in Q3 2014.
  • 28 funds tracked by Wall St. Rank held ProShares Ultra Real Estate as of Q4 2014.

Based on Northwestern Mutual Wealth Management's 13F filing for Q4 2014, filed 13 Feb 2015.