NPC
CCA

National Planning Corporation’s MFS California Municipal Fund CCA Stock Holding History

National Planning Corporation’s Portfolio CCA Stock Details CCA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q1 		– Sell
-600
Closed -$6.7K – 2323
2014
Q4 		$6.7K Buy
+600
New +$6.54K ﹤0.01% 2209

Other funds holding CCA

UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
KIM
Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
DI
Diligent Investors Redlands, California $449M AUM 26.15% 1-Year Est. Return
HK
Horizon Kinetics New York $3.06B AUM 5.37% 1-Year Est. Return
TCM
Tradewinds Capital Management Bellingham, Washington $563M AUM 41.52% 1-Year Est. Return
WT
Whittier Trust South Pasadena, California $10.2B AUM 33.39% 1-Year Est. Return
EMA
Efficient Market Advisors San Diego, California $727M AUM 9.65% 1-Year Est. Return

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

National Planning Corporation sold out of MFS California Municipal Fund (CCA) in Q1 2015, closing a stake of 600 shares — an estimated $6.7K sold.

National Planning Corporation first reported a position in CCA in Q4 2014 and held it in 1 quarter. The position peaked at $6.7K in Q4 2014. 15 funds tracked by Wall St. Rank hold CCA as of Q1 2015.

  • National Planning Corporation reported no remaining MFS California Municipal Fund position as of Q1 2015 after selling out during the quarter.
  • National Planning Corporation sold 600 MFS California Municipal Fund shares in Q1 2015, an estimated $6.7K.
  • National Planning Corporation first reported a position in MFS California Municipal Fund in Q4 2014 and held it in 1 quarter.
  • National Planning Corporation's MFS California Municipal Fund position peaked at $6.7K in Q4 2014.
  • 15 funds tracked by Wall St. Rank held MFS California Municipal Fund as of Q1 2015.

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