NPC
AKP

National Planning Corporation’s Alliance Californa Muni Fd AKP Stock Holding History

National Planning Corporation’s Portfolio AKP Stock Details AKP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q1 		– Sell
-200
Closed -$2.74K – 2344
2014
Q4 		$2.74K Buy
+200
New +$2.72K ﹤0.01% 2513

Other funds holding AKP

Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
TC
TFS Capital West Chester, Pennsylvania $255M AUM 32.31% 1-Year Est. Return
KIM
Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

National Planning Corporation's AKP Position: Q1 2015 in Review

National Planning Corporation sold out of Alliance Californa Muni Fd (AKP) in Q1 2015, closing a stake of 200 shares — an estimated $2.74K sold.

National Planning Corporation first reported a position in AKP in Q4 2014 and held it in 1 quarter. The position peaked at $2.74K in Q4 2014. 18 funds tracked by Wall St. Rank hold AKP as of Q1 2015.

  • National Planning Corporation reported no remaining Alliance Californa Muni Fd position as of Q1 2015 after selling out during the quarter.
  • National Planning Corporation sold 200 Alliance Californa Muni Fd shares in Q1 2015, an estimated $2.74K.
  • National Planning Corporation first reported a position in Alliance Californa Muni Fd in Q4 2014 and held it in 1 quarter.
  • National Planning Corporation's Alliance Californa Muni Fd position peaked at $2.74K in Q4 2014.
  • 18 funds tracked by Wall St. Rank held Alliance Californa Muni Fd as of Q1 2015.

Based on National Planning Corporation's 13F filing for Q1 2015, filed 12 May 2015.