Charles Schwab
NFP

Charles Schwab’s NATIONAL FINANCIAL PARTNERS CORP NFP Stock Holding History

Charles Schwab’s Portfolio NFP Stock Details NFP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2013
Q3 		– Sell
-87,185
Closed -$2.21M – 3106
2013
Q2 		$2.21M Buy
+87,185
New +$2.17M ﹤0.01% 1700

Other funds holding NFP

GF
Gerstein Fisher New York $811M AUM 13.96% 1-Year Est. Return

Charles Schwab's NFP Position: Q3 2013 in Review

Charles Schwab sold out of NATIONAL FINANCIAL PARTNERS CORP (NFP) in Q3 2013, closing a stake of 87,185 shares — an estimated $2.21M sold.

Charles Schwab first reported a position in NFP in Q2 2013 and held it in 1 quarter. The position peaked at $2.21M in Q2 2013. 1 fund tracked by Wall St. Rank holds NFP as of Q3 2013.

  • Charles Schwab reported no remaining NATIONAL FINANCIAL PARTNERS CORP position as of Q3 2013 after selling out during the quarter.
  • Charles Schwab sold 87,185 NATIONAL FINANCIAL PARTNERS CORP shares in Q3 2013, an estimated $2.21M.
  • Charles Schwab first reported a position in NATIONAL FINANCIAL PARTNERS CORP in Q2 2013 and held it in 1 quarter.
  • Charles Schwab's NATIONAL FINANCIAL PARTNERS CORP position peaked at $2.21M in Q2 2013.
  • 1 fund tracked by Wall St. Rank held NATIONAL FINANCIAL PARTNERS CORP as of Q3 2013.

Based on Charles Schwab's 13F filing for Q3 2013, filed 14 Nov 2013.