National Planning Corporation’s Capstone Green Energy Corporation Common Stock CGRN Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2015 Q1	–	Sell	-39	Closed	-$5.65K	–	2167
2014 Q4	$5.65K	Buy	+39	New	+$6.75K	﹤0.01%	2266
2014 Q1	–	Sell	-82	Closed	-$21K	–	752
2013 Q4	$21K	Hold	82	–	–	﹤0.01%	700
2013 Q3	$19K	Buy	+82	New	+$20.4K	﹤0.01%	659

Other funds holding CGRN

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.26% 1-Year Est. Return

BFA

BlackRock Fund Advisors San Francisco, California $542B AUM 18.14% 1-Year Est. Return

PIM

Platinum Investment Management Sydney Australia 2000, Australia $397M AUM 63.96% 1-Year Est. Return

Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return

BPGAM

BTG Pactual Global Asset Management Hamilton, Bermuda $600M AUM 28.3% 1-Year Est. Return

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

National Planning Corporation sold out of Capstone Green Energy Corporation Common Stock (CGRN) in Q1 2015, closing a stake of 39 shares — an estimated $5.65K sold.

National Planning Corporation first reported a position in CGRN in Q3 2013 and held it in 3 quarters. The position peaked at $21K in Q4 2013. 105 funds tracked by Wall St. Rank hold CGRN as of Q1 2015.

National Planning Corporation reported no remaining Capstone Green Energy Corporation Common Stock position as of Q1 2015 after selling out during the quarter.
National Planning Corporation sold 39 Capstone Green Energy Corporation Common Stock shares in Q1 2015, an estimated $5.65K.
National Planning Corporation first reported a position in Capstone Green Energy Corporation Common Stock in Q3 2013 and held it in 3 quarters.
National Planning Corporation's Capstone Green Energy Corporation Common Stock position peaked at $21K in Q4 2013.
105 funds tracked by Wall St. Rank held Capstone Green Energy Corporation Common Stock as of Q1 2015.

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