National Penn Investors Trust’s Advance Auto Parts AAP Stock Holding History

National Penn Investors Trust’s Portfolio AAP Stock Details AAP Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2016 Q1	$3.23M	Buy	20,163 +370	+2%	+$55.6K	0.38%	67
2015 Q4	$2.98M	Sell	19,793 -130	-0.7%	-$22.6K	0.33%	73
2015 Q3	$3.78M	Sell	19,923 -200	-1%	-$34.7K	0.44%	53
2015 Q2	$3.21M	Sell	20,123 -60	-0.3%	-$9.16K	0.34%	65
2015 Q1	$3.02M	Sell	20,183 -43	-0.2%	-$6.63K	0.32%	67
2014 Q4	$3.22M	Buy	20,226 +240	+1%	+$35.3K	0.36%	60
2014 Q3	$2.6M	Buy	19,986 +212	+1%	+$27.8K	0.31%	71
2014 Q2	$2.67M	Sell	19,774 -285	-1%	-$35.3K	0.31%	67
2014 Q1	$2.54M	Sell	20,059 -3,170	-14%	-$385K	0.3%	66
2013 Q4	$2.57M	Sell	23,229 -792	-3%	-$78.6K	0.29%	82
2013 Q3	$1.99M	Buy	24,021 +317	+1%	+$25.9K	0.24%	95
2013 Q2	$1.92M	Buy	+23,704	New	+$1.96M	0.25%	90

Other funds holding AAP

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Longview Partners St Peter Port, Guernsey $7.06B AUM 3.43% 1-Year Est. Return

Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

Starboard Value New York $4.57B AUM 4.97% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Scharf Investments Los Gatos, California $3.03B AUM 7.75% 1-Year Est. Return

AIM

abrdn Investment Management Edinburgh, United Kingdom $29.6B AUM 25.48% 1-Year Est. Return

National Penn Investors Trust's AAP Position: Q1 2016 in Review

National Penn Investors Trust increased its Advance Auto Parts (AAP) stake by 1.9% in Q1 2016, buying an estimated $55.6K and bringing the position to 20,163 shares worth $3.23M. The position accounts for 0.38% of the portfolio, ranked #67.

National Penn Investors Trust first reported a position in AAP in Q2 2013 and has held it in 12 quarters since. The position peaked at $3.78M in Q3 2015. 478 funds tracked by Wall St. Rank hold AAP as of Q1 2016.

National Penn Investors Trust held 20,163 shares of Advance Auto Parts worth $3.23M as of Q1 2016.
National Penn Investors Trust bought 370 Advance Auto Parts shares in Q1 2016, an estimated $55.6K.
Advance Auto Parts made up 0.38% of National Penn Investors Trust's portfolio in Q1 2016, its #67 holding.
National Penn Investors Trust first reported a position in Advance Auto Parts in Q2 2013 and has held it in 12 quarters since.
National Penn Investors Trust's Advance Auto Parts position peaked at $3.78M in Q3 2015.
478 funds tracked by Wall St. Rank held Advance Auto Parts as of Q1 2016.

Based on National Penn Investors Trust's 13F filing for Q1 2016, filed 11 May 2016.