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National Planning Corporation’s iShares Frontier and Select EM ETF FM Stock Holding History

National Planning Corporation’s Portfolio FM Stock Details FM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q1 		– Sell
-3,769
Closed -$112K – 2721
2014
Q4 		$112K Sell
3,769
-3,449
-48% -$120K 0.01% 878
2014
Q3 		$275K Buy
+7,218
New +$278K 0.02% 582

Other funds holding FM

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Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
CWM
Cabot Wealth Management Salem, Massachusetts $982M AUM 21.85% 1-Year Est. Return
New York Life Investment Management
New York Life Investment Management New York $14.3B AUM 34.42% 1-Year Est. Return
SCM
Stonehearth Capital Management Danvers, Massachusetts $292M AUM 22.71% 1-Year Est. Return
BWA
Burt Wealth Advisors North Bethesda, Maryland $407M AUM 11.98% 1-Year Est. Return
BJ
Brouwer & Janachowski Mill Valley, California $574M AUM 24.29% 1-Year Est. Return

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

National Planning Corporation sold out of iShares Frontier and Select EM ETF (FM) in Q1 2015, closing a stake of 3,769 shares — an estimated $112K sold.

National Planning Corporation first reported a position in FM in Q3 2014 and held it in 2 quarters. The position peaked at $275K in Q3 2014. 90 funds tracked by Wall St. Rank hold FM as of Q1 2015.

  • National Planning Corporation reported no remaining iShares Frontier and Select EM ETF position as of Q1 2015 after selling out during the quarter.
  • National Planning Corporation sold 3,769 iShares Frontier and Select EM ETF shares in Q1 2015, an estimated $112K.
  • National Planning Corporation first reported a position in iShares Frontier and Select EM ETF in Q3 2014 and held it in 2 quarters.
  • National Planning Corporation's iShares Frontier and Select EM ETF position peaked at $275K in Q3 2014.
  • 90 funds tracked by Wall St. Rank held iShares Frontier and Select EM ETF as of Q1 2015.

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