National Planning Corporation’s Invesco Russell 1000 Equal Weight ETF EQAL Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2017 Q3	–	Sell	-11,636	Closed	-$333K	–	727
2017 Q2	$333K	Sell	11,636 -2,393	-17%	-$67.8K	0.03%	517
2017 Q1	$394K	Hold	14,029	–	–	0.03%	442
2016 Q4	$387K	Buy	+14,029	New	+$369K	0.03%	432

Other funds holding EQAL

CIA

Choate Investment Advisors Boston, Massachusetts $5.11B AUM 17.2% 1-Year Est. Return

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

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

CCFCSB

Cape Cod Five Cents Savings Bank Orleans, Massachusetts $1.09B AUM 13.57% 1-Year Est. Return

CCMG

Clark Capital Management Group Philadelphia, Pennsylvania $16.2B AUM 29.8% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

National Planning Corporation's EQAL Position: Q3 2017 in Review

National Planning Corporation sold out of Invesco Russell 1000 Equal Weight ETF (EQAL) in Q3 2017, closing a stake of 11,636 shares — an estimated $333K sold.

National Planning Corporation first reported a position in EQAL in Q4 2016 and held it in 3 quarters. The position peaked at $394K in Q1 2017. 29 funds tracked by Wall St. Rank hold EQAL as of Q3 2017.

National Planning Corporation reported no remaining Invesco Russell 1000 Equal Weight ETF position as of Q3 2017 after selling out during the quarter.
National Planning Corporation sold 11,636 Invesco Russell 1000 Equal Weight ETF shares in Q3 2017, an estimated $333K.
National Planning Corporation first reported a position in Invesco Russell 1000 Equal Weight ETF in Q4 2016 and held it in 3 quarters.
National Planning Corporation's Invesco Russell 1000 Equal Weight ETF position peaked at $394K in Q1 2017.
29 funds tracked by Wall St. Rank held Invesco Russell 1000 Equal Weight ETF as of Q3 2017.

Based on National Planning Corporation's 13F filing for Q3 2017, filed 13 Nov 2017.