Ownership history in NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO Β· 24 quarters on record
This page tracks every 13F SEC filing in which NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO reported a position in VANECK VECTORS ETF TR (BBH). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price β sourced directly from SEC EDGAR 13F filings.
π NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO underperformed the S&P 500 by β13.7% annually on this BBH position. Timing score: 43% (9/21 decisions correct). Average cost basis: $187.81. Maximum drawdown during holding period: β30.2%.
β Significantly underperformed the S&P 500 by 13.7% ann.
11 quarters analyzed
β οΈ Poor timing β buys often preceded drops, trims preceded rallies.
9 of 21 add/trim decisions correct
Best entry: $110.24 (2016 Q3) Β· Worst: $197.36 (2021 Q3)
πͺ Held through 1 major drawdown (>20%). Strong conviction under pressure.
14 adds Β· 8 trims. Bought during 4 of 9 down-price quarters. π More buys than sells across the holding period.
βοΈ Portfolio weight has remained relatively stable β conviction maintained.
Currently 0.15% of portfolio
β Based on quarterly 13F SEC filings and end-of-quarter closing prices. Timing score = accuracy of add/trim decisions vs next-quarter price direction. Alpha = mean quarterly excess return Γ 4 (annualised). Not investment advice.
As of 2025 Q4 β sorted by position size