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National Planning Corporation’s CB Financial Services CBFV Stock Holding History

National Planning Corporation’s Portfolio CBFV Stock Details CBFV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q1 		– Sell
-1,685
Closed -$33.5K – 845
2014
Q4 		$33.5K Buy
+1,685
New +$33.2K ﹤0.01% 1468

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STB
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Morgan Stanley
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Janney Montgomery Scott
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Vanguard Group
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AllianceBernstein
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Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

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

National Planning Corporation sold out of CB Financial Services (CBFV) in Q1 2015, closing a stake of 1,685 shares — an estimated $33.5K sold.

National Planning Corporation first reported a position in CBFV in Q4 2014 and held it in 1 quarter. The position peaked at $33.5K in Q4 2014. 19 funds tracked by Wall St. Rank hold CBFV as of Q1 2015.

  • National Planning Corporation reported no remaining CB Financial Services position as of Q1 2015 after selling out during the quarter.
  • National Planning Corporation sold 1,685 CB Financial Services shares in Q1 2015, an estimated $33.5K.
  • National Planning Corporation first reported a position in CB Financial Services in Q4 2014 and held it in 1 quarter.
  • National Planning Corporation's CB Financial Services position peaked at $33.5K in Q4 2014.
  • 19 funds tracked by Wall St. Rank held CB Financial Services as of Q1 2015.

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