National Planning Corporation’s Vanguard Total Bond Market BND Stock Holding History

National Planning Corporation’s Portfolio BND Stock Details BND Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2017 Q4	–	Sell	-25,405	Closed	-$2.08M	–	103
2017 Q3	$2.08M	Sell	25,405 -3,803	-13%	-$312K	0.17%	131
2017 Q2	$2.38M	Buy	29,208 +5,033	+21%	+$411K	0.18%	129
2017 Q1	$1.96M	Sell	24,175 -5,270	-18%	-$426K	0.15%	154
2016 Q4	$2.38M	Sell	29,445 -50,935	-63%	-$4.17M	0.18%	118
2016 Q3	$6.68M	Buy	80,380 +1,817	+2%	+$153K	0.53%	40
2016 Q2	$6.61M	Buy	78,563 +1,633	+2%	+$136K	0.51%	43
2016 Q1	$6.39M	Buy	76,930 +29,433	+62%	+$2.41M	0.56%	35
2015 Q4	$3.88M	Buy	47,497 +10,400	+28%	+$846K	0.32%	73
2015 Q3	$3.02M	Buy	37,097 +1,077	+3%	+$87.8K	0.28%	77
2015 Q2	$2.95M	Sell	36,020 -4,526	-11%	-$372K	0.26%	85
2015 Q1	$3.33M	Buy	40,546 +3,355	+9%	+$279K	0.3%	75
2014 Q4	$3.09M	Buy	37,191 +11,694	+46%	+$965K	0.22%	85
2014 Q3	$2.09M	Buy	25,497 +1,293	+5%	+$106K	0.16%	120
2014 Q2	$1.99M	Buy	24,204 +413	+2%	+$33.8K	0.16%	132
2014 Q1	$1.92M	Buy	23,791 +835	+4%	+$67.6K	0.17%	128
2013 Q4	$1.83M	Sell	22,956 -23,851	-51%	-$1.93M	0.16%	139
2013 Q3	$3.76M	Buy	46,807 +1,219	+3%	+$98.1K	0.37%	63
2013 Q2	$3.68M	Buy	+45,588	New	+$3.78M	0.46%	58

Other funds holding BND

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

MFRM

Milliman Financial Risk Management Chicago, Illinois $6.4B AUM 12.26% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

QS Investors New York $8.47B AUM 30.71% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

National Planning Corporation's BND Position: Q4 2017 in Review

National Planning Corporation sold out of Vanguard Total Bond Market (BND) in Q4 2017, closing a stake of 25,405 shares — an estimated $2.08M sold.

National Planning Corporation first reported a position in BND in Q2 2013 and held it in 18 quarters. The position peaked at $6.68M in Q3 2016. 668 funds tracked by Wall St. Rank hold BND as of Q4 2017.

National Planning Corporation reported no remaining Vanguard Total Bond Market position as of Q4 2017 after selling out during the quarter.
National Planning Corporation sold 25,405 Vanguard Total Bond Market shares in Q4 2017, an estimated $2.08M.
National Planning Corporation first reported a position in Vanguard Total Bond Market in Q2 2013 and held it in 18 quarters.
National Planning Corporation's Vanguard Total Bond Market position peaked at $6.68M in Q3 2016.
668 funds tracked by Wall St. Rank held Vanguard Total Bond Market as of Q4 2017.

Based on National Planning Corporation's 13F filing for Q4 2017, filed 14 Feb 2018.