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National Planning Corporation’s Vanguard Long-Term Bond ETF BLV Stock Holding History

National Planning Corporation’s Portfolio BLV Stock Details BLV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q1 		– Sell
-121
Closed -$11.6K – 2
2017
Q4 		$11.6K Sell
121
-37,991
-100% -$3.57M 1.59% 23
2017
Q3 		$3.57M Buy
38,112
+17,954
+89% +$1.68M 0.3% 73
2017
Q2 		$1.87M Buy
20,158
+707
+4% +$65K 0.14% 167
2017
Q1 		$1.75M Sell
19,451
-216
-1% -$19.4K 0.13% 165
2016
Q4 		$1.75M Sell
19,667
-32,538
-62% -$2.99M 0.14% 159
2016
Q3 		$4.95M Sell
52,205
-1,858
-3% -$184K 0.39% 57
2016
Q2 		$5.31M Sell
54,063
-1,722
-3% -$163K 0.41% 52
2016
Q1 		$5.26M Sell
55,785
-14,732
-21% -$1.32M 0.46% 47
2015
Q4 		$6.3M Buy
70,517
+10,642
+18% +$943K 0.52% 38
2015
Q3 		$5.31M Sell
59,875
-577
-1% -$51.3K 0.49% 42
2015
Q2 		$5.46M Buy
60,452
+2,580
+4% +$236K 0.49% 41
2015
Q1 		$5.3M Sell
57,872
-52,814
-48% -$5.09M 0.47% 43
2014
Q4 		$10.7M Buy
110,686
+9,652
+10% +$891K 0.76% 29
2014
Q3 		$9.18M Buy
101,034
+9,903
+11% +$894K 0.7% 30
2014
Q2 		$8.19M Buy
91,131
+6,736
+8% +$596K 0.64% 36
2014
Q1 		$7.23M Buy
84,395
+16,133
+24% +$1.37M 0.62% 38
2013
Q4 		$5.57M Buy
68,262
+5,075
+8% +$420K 0.5% 46
2013
Q3 		$5.22M Buy
63,187
+5,294
+9% +$439K 0.51% 48
2013
Q2 		$4.94M Buy
+57,893
New +$5.26M 0.61% 41

Other funds holding BLV

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
TAIM
TD Ameritrade Investment Management Omaha, Nebraska $9.4B AUM 7.2% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
BCMIO
Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.78B AUM 14.7% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
AG
Advisor Group Phoenix, Arizona $14.5B AUM 24.86% 1-Year Est. Return
KIM
Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return
LNC
Lincoln National Corp Radnor, Pennsylvania $3.45B AUM 12.55% 1-Year Est. Return

National Planning Corporation's BLV Position: Q1 2018 in Review

National Planning Corporation sold out of Vanguard Long-Term Bond ETF (BLV) in Q1 2018, closing a stake of 121 shares — an estimated $11.6K sold.

National Planning Corporation first reported a position in BLV in Q2 2013 and held it in 19 quarters. The position peaked at $10.7M in Q4 2014. 154 funds tracked by Wall St. Rank hold BLV as of Q1 2018.

  • National Planning Corporation reported no remaining Vanguard Long-Term Bond ETF position as of Q1 2018 after selling out during the quarter.
  • National Planning Corporation sold 121 Vanguard Long-Term Bond ETF shares in Q1 2018, an estimated $11.6K.
  • National Planning Corporation first reported a position in Vanguard Long-Term Bond ETF in Q2 2013 and held it in 19 quarters.
  • National Planning Corporation's Vanguard Long-Term Bond ETF position peaked at $10.7M in Q4 2014.
  • 154 funds tracked by Wall St. Rank held Vanguard Long-Term Bond ETF as of Q1 2018.

Based on National Planning Corporation's 13F filing for Q1 2018.