NPC
IDLV icon

National Planning Corporation’s Invesco S&P International Developed Low Volatility ETF IDLV Stock Holding History

National Planning Corporation’s Portfolio IDLV Stock Details IDLV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q1 		– Sell
-1,766
Closed -$53.6K – 1308
2014
Q4 		$53.6K Buy
+1,766
New +$55.4K ﹤0.01% 1232

Other funds holding IDLV

CIA
Choate Investment Advisors Boston, Massachusetts $5.11B AUM 17.2% 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
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
CA
Cetera Advisors Denver, Colorado $12.7B AUM 22.7% 1-Year Est. Return

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

National Planning Corporation sold out of Invesco S&P International Developed Low Volatility ETF (IDLV) in Q1 2015, closing a stake of 1,766 shares — an estimated $53.6K sold.

National Planning Corporation first reported a position in IDLV in Q4 2014 and held it in 1 quarter. The position peaked at $53.6K in Q4 2014. 43 funds tracked by Wall St. Rank hold IDLV as of Q1 2015.

  • National Planning Corporation reported no remaining Invesco S&P International Developed Low Volatility ETF position as of Q1 2015 after selling out during the quarter.
  • National Planning Corporation sold 1,766 Invesco S&P International Developed Low Volatility ETF shares in Q1 2015, an estimated $53.6K.
  • National Planning Corporation first reported a position in Invesco S&P International Developed Low Volatility ETF in Q4 2014 and held it in 1 quarter.
  • National Planning Corporation's Invesco S&P International Developed Low Volatility ETF position peaked at $53.6K in Q4 2014.
  • 43 funds tracked by Wall St. Rank held Invesco S&P International Developed Low Volatility ETF as of Q1 2015.

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