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National Planning Corporation’s iShares US Insurance ETF IAK Stock Holding History

National Planning Corporation’s Portfolio IAK Stock Details IAK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q4 		– Sell
-4,658
Closed -$297K – 285
2017
Q3 		$297K Sell
4,658
-145
-3% -$9.17K 0.02% 529
2017
Q2 		$306K Buy
4,803
+280
+6% +$17.1K 0.02% 554
2017
Q1 		$273K Hold
4,523
– – 0.02% 542
2016
Q4 		$268K Buy
+4,523
New +$254K 0.02% 534

Other funds holding IAK

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
BCI
Brinker Capital Investments Berwyn, Pennsylvania $13.1B AUM 28.37% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
BWFA
Baltimore-Washington Financial Advisors Columbia, Maryland $2.67B AUM 19.65% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
MWM
MinichMacGregor Wealth Management Saratoga Springs, New York $659M AUM 41.82% 1-Year Est. Return
MC
Martin & Co Knoxville, Tennessee $640M AUM 23.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

National Planning Corporation's IAK Position: Q4 2017 in Review

National Planning Corporation sold out of iShares US Insurance ETF (IAK) in Q4 2017, closing a stake of 4,658 shares — an estimated $297K sold.

National Planning Corporation first reported a position in IAK in Q4 2016 and held it in 4 quarters. The position peaked at $306K in Q2 2017. 51 funds tracked by Wall St. Rank hold IAK as of Q4 2017.

  • National Planning Corporation reported no remaining iShares US Insurance ETF position as of Q4 2017 after selling out during the quarter.
  • National Planning Corporation sold 4,658 iShares US Insurance ETF shares in Q4 2017, an estimated $297K.
  • National Planning Corporation first reported a position in iShares US Insurance ETF in Q4 2016 and held it in 4 quarters.
  • National Planning Corporation's iShares US Insurance ETF position peaked at $306K in Q2 2017.
  • 51 funds tracked by Wall St. Rank held iShares US Insurance ETF as of Q4 2017.

Based on National Planning Corporation's 13F filing for Q4 2017, filed 14 Feb 2018.