Northwestern Mutual Wealth Management
UST icon

Northwestern Mutual Wealth Management’s ProShares Ultra 7-10 Year Treasury UST Stock Holding History

Northwestern Mutual Wealth Management’s Portfolio UST Stock Details UST Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q3 		– Sell
-30
Closed -$2K – 2693
2019
Q2 		$2K Buy
+30
New +$1.77K ﹤0.01% 2355
2014
Q3 		– Sell
-142
Closed -$8K – 1459
2014
Q2 		$8K Buy
+142
New +$7.51K ﹤0.01% 935

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Susquehanna International Group
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Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
GWM
Geneos Wealth Management Englewood, Colorado $4.31B AUM 18.36% 1-Year Est. Return
CC
Cedar Capital Barrington, Illinois $54.9M AUM 33.3% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
ASN
Advisory Services Network Atlanta, Georgia $7.52B AUM 29.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
CIAS
Capital Investment Advisory Services Raleigh, North Carolina $1.62B AUM 27.01% 1-Year Est. Return

Northwestern Mutual Wealth Management's UST Position: Q3 2019 in Review

Northwestern Mutual Wealth Management sold out of ProShares Ultra 7-10 Year Treasury (UST) in Q3 2019, closing a stake of 30 shares — an estimated $2K sold.

Northwestern Mutual Wealth Management first reported a position in UST in Q2 2014 and held it in 2 quarters. The position peaked at $8K in Q2 2014. 16 funds tracked by Wall St. Rank hold UST as of Q3 2019.

  • Northwestern Mutual Wealth Management reported no remaining ProShares Ultra 7-10 Year Treasury position as of Q3 2019 after selling out during the quarter.
  • Northwestern Mutual Wealth Management sold 30 ProShares Ultra 7-10 Year Treasury shares in Q3 2019, an estimated $2K.
  • Northwestern Mutual Wealth Management first reported a position in ProShares Ultra 7-10 Year Treasury in Q2 2014 and held it in 2 quarters.
  • Northwestern Mutual Wealth Management's ProShares Ultra 7-10 Year Treasury position peaked at $8K in Q2 2014.
  • 16 funds tracked by Wall St. Rank held ProShares Ultra 7-10 Year Treasury as of Q3 2019.

Based on Northwestern Mutual Wealth Management's 13F filing for Q3 2019, filed 12 Nov 2019.