Northwestern Mutual Wealth Management
XLVS

Northwestern Mutual Wealth Management’s POWERSHARES S&P SMALLCAP HEALTH CARE PORTFOLIO XLVS Stock Holding History

Northwestern Mutual Wealth Management’s Portfolio XLVS Stock Details XLVS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q1 		– Sell
-84
Closed -$8K – 2572
2017
Q4 		$8K Buy
+84
New +$8K ﹤0.01% 1836
2014
Q1 		– Sell
-171
Closed -$9K – 1611
2013
Q4 		$9K Buy
+171
New +$9K ﹤0.01% 948

Other funds holding XLVS

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
BCM
Barometer Capital Management Toronto, Ontario, Canada $292M AUM 86.78% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LTFS
Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 27.61% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Northwestern Mutual Wealth Management's XLVS Position: Q1 2018 in Review

Northwestern Mutual Wealth Management sold out of POWERSHARES S&P SMALLCAP HEALTH CARE PORTFOLIO (XLVS) in Q1 2018, closing a stake of 84 shares — an estimated $8K sold.

Northwestern Mutual Wealth Management first reported a position in XLVS in Q4 2013 and held it in 2 quarters. The position peaked at $9K in Q4 2013. 75 funds tracked by Wall St. Rank hold XLVS as of Q1 2018.

  • Northwestern Mutual Wealth Management reported no remaining POWERSHARES S&P SMALLCAP HEALTH CARE PORTFOLIO position as of Q1 2018 after selling out during the quarter.
  • Northwestern Mutual Wealth Management sold 84 POWERSHARES S&P SMALLCAP HEALTH CARE PORTFOLIO shares in Q1 2018, an estimated $8K.
  • Northwestern Mutual Wealth Management first reported a position in POWERSHARES S&P SMALLCAP HEALTH CARE PORTFOLIO in Q4 2013 and held it in 2 quarters.
  • Northwestern Mutual Wealth Management's POWERSHARES S&P SMALLCAP HEALTH CARE PORTFOLIO position peaked at $9K in Q4 2013.
  • 75 funds tracked by Wall St. Rank held POWERSHARES S&P SMALLCAP HEALTH CARE PORTFOLIO as of Q1 2018.

Based on Northwestern Mutual Wealth Management's 13F filing for Q1 2018, filed 14 May 2018.