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National Planning Corporation’s VanEck BDC Income ETF BIZD Stock Holding History

National Planning Corporation’s Portfolio BIZD Stock Details BIZD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q1 		– Sell
-250
Closed -$4.46K – 796
2014
Q4 		$4.46K Buy
+250
New +$4.72K ﹤0.01% 2372

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RBC
Roble Belko & Company Sewickley, Pennsylvania $787M AUM 16.42% 1-Year Est. Return
SI
Stephens Inc Little Rock, Arkansas $7.99B AUM 21.6% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
SCM
Sterling Capital Management Charlotte, North Carolina $5.28B AUM 23.15% 1-Year Est. Return
AI
Atria Investments Charlotte, North Carolina $8.94B AUM 20.84% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
MFP
Mosaic Financial Partners San Francisco, California $152M AUM 1.45% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

National Planning Corporation sold out of VanEck BDC Income ETF (BIZD) in Q1 2015, closing a stake of 250 shares — an estimated $4.46K sold.

National Planning Corporation first reported a position in BIZD in Q4 2014 and held it in 1 quarter. The position peaked at $4.46K in Q4 2014. 23 funds tracked by Wall St. Rank hold BIZD as of Q1 2015.

  • National Planning Corporation reported no remaining VanEck BDC Income ETF position as of Q1 2015 after selling out during the quarter.
  • National Planning Corporation sold 250 VanEck BDC Income ETF shares in Q1 2015, an estimated $4.46K.
  • National Planning Corporation first reported a position in VanEck BDC Income ETF in Q4 2014 and held it in 1 quarter.
  • National Planning Corporation's VanEck BDC Income ETF position peaked at $4.46K in Q4 2014.
  • 23 funds tracked by Wall St. Rank held VanEck BDC Income ETF as of Q1 2015.

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