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National Planning Corporation’s Icahn Enterprises IEP Stock Holding History

National Planning Corporation’s Portfolio IEP Stock Details IEP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q3 		– Sell
-10,554
Closed -$616K – 683
2016
Q2 		$616K Sell
10,554
-5,559
-35% -$317K 0.05% 333
2016
Q1 		$890K Buy
16,113
+2,100
+15% +$121K 0.08% 248
2015
Q4 		$716K Buy
14,013
+192
+1% +$13.9K 0.06% 318
2015
Q3 		$1.09M Buy
13,821
+496
+4% +$37.4K 0.1% 200
2015
Q2 		$1.02M Buy
13,325
+967
+8% +$87.1K 0.09% 217
2015
Q1 		$1.14M Buy
12,358
+840
+7% +$79.3K 0.1% 193
2014
Q4 		$1.05M Buy
11,518
+851
+8% +$86K 0.07% 232
2014
Q3 		$1.14M Buy
10,667
+940
+10% +$99.8K 0.09% 229
2014
Q2 		$970K Buy
9,727
+158
+2% +$15.8K 0.08% 251
2014
Q1 		$968K Buy
9,569
+55
+0.6% +$6.06K 0.08% 241
2013
Q4 		$1.04M Buy
9,514
+1,141
+14% +$124K 0.09% 225
2013
Q3 		$720K Buy
8,373
+916
+12% +$69K 0.07% 273
2013
Q2 		$543K Buy
+7,457
New +$549K 0.07% 263

Other funds holding IEP

IC
Icahn Carl Sunny Isles Beach, Florida $8.55B AUM 29.29% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
HK
Horizon Kinetics New York $3.06B AUM 5.37% 1-Year Est. Return
JAFL
Jay A. Fishman Ltd Troy, Michigan $1.12B AUM 32.75% 1-Year Est. Return
RIA
RPG Investment Advisory Pleasanton, California $829M AUM 36.68% 1-Year Est. Return
GXMC
Global X Management Company New York $5.62B AUM 10.7% 1-Year Est. Return
MRI
Mad River Investors Boston, Massachusetts $278M AUM 32.21% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

National Planning Corporation's IEP Position: Q3 2016 in Review

National Planning Corporation sold out of Icahn Enterprises (IEP) in Q3 2016, closing a stake of 10,554 shares — an estimated $616K sold.

National Planning Corporation first reported a position in IEP in Q2 2013 and held it in 13 quarters. The position peaked at $1.14M in Q3 2014. 89 funds tracked by Wall St. Rank hold IEP as of Q3 2016.

  • National Planning Corporation reported no remaining Icahn Enterprises position as of Q3 2016 after selling out during the quarter.
  • National Planning Corporation sold 10,554 Icahn Enterprises shares in Q3 2016, an estimated $616K.
  • National Planning Corporation first reported a position in Icahn Enterprises in Q2 2013 and held it in 13 quarters.
  • National Planning Corporation's Icahn Enterprises position peaked at $1.14M in Q3 2014.
  • 89 funds tracked by Wall St. Rank held Icahn Enterprises as of Q3 2016.

Based on National Planning Corporation's 13F filing for Q3 2016, filed 10 Nov 2016.