NPC
GTAA

National Planning Corporation’s AdvisorShares Morgan Creek Global Tactical ETF GTAA Stock Holding History

National Planning Corporation’s Portfolio GTAA Stock Details GTAA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q1 		– Sell
-1,410
Closed -$35K – 2781
2014
Q4 		$35K Buy
+1,410
New +$35.7K ﹤0.01% 1447

Other funds holding GTAA

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VKH
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Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
RIA
Regal Investment Advisors Kentwood, Michigan $1.73B AUM 17.74% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LTFS
Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 27.61% 1-Year Est. Return

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

National Planning Corporation sold out of AdvisorShares Morgan Creek Global Tactical ETF (GTAA) in Q1 2015, closing a stake of 1,410 shares — an estimated $35K sold.

National Planning Corporation first reported a position in GTAA in Q4 2014 and held it in 1 quarter. The position peaked at $35K in Q4 2014. 10 funds tracked by Wall St. Rank hold GTAA as of Q1 2015.

  • National Planning Corporation reported no remaining AdvisorShares Morgan Creek Global Tactical ETF position as of Q1 2015 after selling out during the quarter.
  • National Planning Corporation sold 1,410 AdvisorShares Morgan Creek Global Tactical ETF shares in Q1 2015, an estimated $35K.
  • National Planning Corporation first reported a position in AdvisorShares Morgan Creek Global Tactical ETF in Q4 2014 and held it in 1 quarter.
  • National Planning Corporation's AdvisorShares Morgan Creek Global Tactical ETF position peaked at $35K in Q4 2014.
  • 10 funds tracked by Wall St. Rank held AdvisorShares Morgan Creek Global Tactical ETF as of Q1 2015.

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