National Penn Investors Trust’s QEP RESOURCES, INC. QEP Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2014 Q4	–	Sell	-8,600	Closed	-$265K	–	196
2014 Q3	$265K	Hold	8,600	–	–	0.03%	154
2014 Q2	$297K	Hold	8,600	–	–	0.03%	150
2014 Q1	$253K	Hold	8,600	–	–	0.03%	167
2013 Q4	$264K	Hold	8,600	–	–	0.03%	201
2013 Q3	$238K	Hold	8,600	–	–	0.03%	200
2013 Q2	$239K	Buy	+8,600	New	+$250K	0.03%	188

Other funds holding QEP

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

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

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Putnam Investments Boston, Massachusetts $75.7B AUM 34.45% 1-Year Est. Return

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.26% 1-Year Est. Return

Omega Advisors New York $1.02B AUM 7% 1-Year Est. Return

National Penn Investors Trust's QEP Position: Q4 2014 in Review

National Penn Investors Trust sold out of QEP RESOURCES, INC. (QEP) in Q4 2014, closing a stake of 8,600 shares — an estimated $265K sold.

National Penn Investors Trust first reported a position in QEP in Q2 2013 and held it in 6 quarters. The position peaked at $297K in Q2 2014. 355 funds tracked by Wall St. Rank hold QEP as of Q4 2014.

National Penn Investors Trust reported no remaining QEP RESOURCES, INC. position as of Q4 2014 after selling out during the quarter.
National Penn Investors Trust sold 8,600 QEP RESOURCES, INC. shares in Q4 2014, an estimated $265K.
National Penn Investors Trust first reported a position in QEP RESOURCES, INC. in Q2 2013 and held it in 6 quarters.
National Penn Investors Trust's QEP RESOURCES, INC. position peaked at $297K in Q2 2014.
355 funds tracked by Wall St. Rank held QEP RESOURCES, INC. as of Q4 2014.

Based on National Penn Investors Trust's 13F filing for Q4 2014, filed 30 Jan 2015.