NPC
AMPS

National Planning Corporation’s ISHARES TR UTILITIES SECTOR BD ETF AMPS Stock Holding History

National Planning Corporation’s Portfolio AMPS Stock Details AMPS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q1 		– Sell
-3,960
Closed -$208K – 2647
2014
Q4 		$208K Buy
+3,960
New +$204K 0.01% 657

Other funds holding AMPS

SC
Scotia Capital Toronto, Ontario, Canada $24.3B AUM 29.21% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
RFA
Reilly Financial Advisors La Mesa, California $1.35B AUM 22.65% 1-Year Est. Return
MFS
MSI Financial Services Springfield, Massachusetts $3.07B AUM 10.22% 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
LTFS
Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return

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

National Planning Corporation sold out of ISHARES TR UTILITIES SECTOR BD ETF (AMPS) in Q1 2015, closing a stake of 3,960 shares — an estimated $208K sold.

National Planning Corporation first reported a position in AMPS in Q4 2014 and held it in 1 quarter. The position peaked at $208K in Q4 2014. 9 funds tracked by Wall St. Rank hold AMPS as of Q1 2015.

  • National Planning Corporation reported no remaining ISHARES TR UTILITIES SECTOR BD ETF position as of Q1 2015 after selling out during the quarter.
  • National Planning Corporation sold 3,960 ISHARES TR UTILITIES SECTOR BD ETF shares in Q1 2015, an estimated $208K.
  • National Planning Corporation first reported a position in ISHARES TR UTILITIES SECTOR BD ETF in Q4 2014 and held it in 1 quarter.
  • National Planning Corporation's ISHARES TR UTILITIES SECTOR BD ETF position peaked at $208K in Q4 2014.
  • 9 funds tracked by Wall St. Rank held ISHARES TR UTILITIES SECTOR BD ETF as of Q1 2015.

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