NPIT
URBN icon

National Penn Investors Trust’s Urban Outfitters URBN Stock Holding History

National Penn Investors Trust’s Portfolio URBN Stock Details URBN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q1 		$3.15M Buy
95,119
+3,390
+4% +$89.6K 0.37% 69
2015
Q4 		$2.09M Buy
+91,729
New +$2.37M 0.23% 89

Other funds holding URBN

Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.26% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
TGA
Trilogy Global Advisors Winter Park, Florida $712K AUM 8.54% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 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 URBN Position: Q1 2016 in Review

National Penn Investors Trust increased its Urban Outfitters (URBN) stake by 3.7% in Q1 2016, buying an estimated $89.6K and bringing the position to 95,119 shares worth $3.15M. The position accounts for 0.37% of the portfolio, ranked #69.

National Penn Investors Trust first reported a position in URBN in Q4 2015 and has held it in 2 quarters since. 315 funds tracked by Wall St. Rank hold URBN as of Q1 2016.

  • National Penn Investors Trust held 95,119 shares of Urban Outfitters worth $3.15M as of Q1 2016.
  • National Penn Investors Trust bought 3,390 Urban Outfitters shares in Q1 2016, an estimated $89.6K.
  • Urban Outfitters made up 0.37% of National Penn Investors Trust's portfolio in Q1 2016, its #69 holding.
  • National Penn Investors Trust first reported a position in Urban Outfitters in Q4 2015 and has held it in 2 quarters since.
  • 315 funds tracked by Wall St. Rank held Urban Outfitters as of Q1 2016.

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