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National Penn Investors Trust’s Grand Canyon Education LOPE Stock Holding History

National Penn Investors Trust’s Portfolio LOPE Stock Details LOPE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q1 		– Sell
-6,675
Closed -$291K – 203
2013
Q4 		$291K Sell
6,675
-180
-3% -$7.9K 0.03% 191
2013
Q3 		$276K Buy
+6,855
New +$245K 0.03% 181

Other funds holding LOPE

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
RP
Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
TCM
TimesSquare Capital Management New York $5.89B AUM 28.74% 1-Year Est. Return
VBA
Van Berkom & Associates Montreal, Quebec, Canada $3.08B AUM 12.07% 1-Year Est. Return
GKIM
GW&K Investment Management Boston, Massachusetts $11.3B AUM 31.98% 1-Year Est. Return
RIM
RS Investment Management San Francisco, California $9.73B AUM 3.24% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

National Penn Investors Trust's LOPE Position: Q1 2014 in Review

National Penn Investors Trust sold out of Grand Canyon Education (LOPE) in Q1 2014, closing a stake of 6,675 shares — an estimated $291K sold.

National Penn Investors Trust first reported a position in LOPE in Q3 2013 and held it in 2 quarters. The position peaked at $291K in Q4 2013. 204 funds tracked by Wall St. Rank hold LOPE as of Q1 2014.

  • National Penn Investors Trust reported no remaining Grand Canyon Education position as of Q1 2014 after selling out during the quarter.
  • National Penn Investors Trust sold 6,675 Grand Canyon Education shares in Q1 2014, an estimated $291K.
  • National Penn Investors Trust first reported a position in Grand Canyon Education in Q3 2013 and held it in 2 quarters.
  • National Penn Investors Trust's Grand Canyon Education position peaked at $291K in Q4 2013.
  • 204 funds tracked by Wall St. Rank held Grand Canyon Education as of Q1 2014.

Based on National Penn Investors Trust's 13F filing for Q1 2014, filed 29 Apr 2014.