NPC
CSI

National Planning Corporation’s Cutwater Select Income Fund CSI Stock Holding History

National Planning Corporation’s Portfolio CSI Stock Details CSI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q1 		– Sell
-58
Closed -$1.12K – 2511
2014
Q4 		$1.12K Buy
+58
New +$1.14K ﹤0.01% 2674

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1CP
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SIA
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MRCM
M&R Capital Management Summit, New Jersey $454M AUM 40.11% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
WA
WealthTrust Axiom Wayne, Pennsylvania $406M AUM 40.44% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

National Planning Corporation sold out of Cutwater Select Income Fund (CSI) in Q1 2015, closing a stake of 58 shares — an estimated $1.12K sold.

National Planning Corporation first reported a position in CSI in Q4 2014 and held it in 1 quarter. The position peaked at $1.12K in Q4 2014. 33 funds tracked by Wall St. Rank hold CSI as of Q1 2015.

  • National Planning Corporation reported no remaining Cutwater Select Income Fund position as of Q1 2015 after selling out during the quarter.
  • National Planning Corporation sold 58 Cutwater Select Income Fund shares in Q1 2015, an estimated $1.12K.
  • National Planning Corporation first reported a position in Cutwater Select Income Fund in Q4 2014 and held it in 1 quarter.
  • National Planning Corporation's Cutwater Select Income Fund position peaked at $1.12K in Q4 2014.
  • 33 funds tracked by Wall St. Rank held Cutwater Select Income Fund as of Q1 2015.

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