National Planning Corporation’s WisdomTree Emerging Markets Local Debt Fund ELD Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2015 Q1	–	Sell	-2,871	Closed	-$118K	–	1033
2014 Q4	$118K	Buy	+2,871	New	+$125K	0.01%	855
2014 Q1	–	Sell	-8,628	Closed	-$397K	–	724
2013 Q4	$397K	Buy	+8,628	New	+$406K	0.04%	433

Other funds holding ELD

Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

MIS

Morningstar Investment Services Chicago, Illinois $546M AUM 8.26% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

USAA

United Services Automobile Association San Antonio, Texas $851M AUM 5.13% 1-Year Est. Return

William Blair & Company Chicago, Illinois $34.9B AUM 18.88% 1-Year Est. Return

TAT

TD Ameritrade Trust Denver, Colorado $285M AUM 0.17% 1-Year Est. Return

Paracle Advisors Mercer Island, Washington $551M AUM 50.34% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

National Planning Corporation sold out of WisdomTree Emerging Markets Local Debt Fund (ELD) in Q1 2015, closing a stake of 2,871 shares — an estimated $118K sold.

National Planning Corporation first reported a position in ELD in Q4 2013 and held it in 2 quarters. The position peaked at $397K in Q4 2013. 99 funds tracked by Wall St. Rank hold ELD as of Q1 2015.

National Planning Corporation reported no remaining WisdomTree Emerging Markets Local Debt Fund position as of Q1 2015 after selling out during the quarter.
National Planning Corporation sold 2,871 WisdomTree Emerging Markets Local Debt Fund shares in Q1 2015, an estimated $118K.
National Planning Corporation first reported a position in WisdomTree Emerging Markets Local Debt Fund in Q4 2013 and held it in 2 quarters.
National Planning Corporation's WisdomTree Emerging Markets Local Debt Fund position peaked at $397K in Q4 2013.
99 funds tracked by Wall St. Rank held WisdomTree Emerging Markets Local Debt Fund as of Q1 2015.

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