NPC
IGI

National Planning Corporation’s Western Asset Investment Grade Defined Opportunity Trust IGI Stock Holding History

National Planning Corporation’s Portfolio IGI Stock Details IGI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q1 		– Sell
-212
Closed -$4.47K – 1319
2014
Q4 		$4.47K Buy
+212
New +$4.34K ﹤0.01% 2370

Other funds holding IGI

UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
First Manhattan
First Manhattan New York $36.1B AUM 11.5% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
CAN
Cetera Advisor Networks El Segundo, California $20.2B AUM 22.31% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return

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

National Planning Corporation sold out of Western Asset Investment Grade Defined Opportunity Trust (IGI) in Q1 2015, closing a stake of 212 shares — an estimated $4.47K sold.

National Planning Corporation first reported a position in IGI in Q4 2014 and held it in 1 quarter. The position peaked at $4.47K in Q4 2014. 19 funds tracked by Wall St. Rank hold IGI as of Q1 2015.

  • National Planning Corporation reported no remaining Western Asset Investment Grade Defined Opportunity Trust position as of Q1 2015 after selling out during the quarter.
  • National Planning Corporation sold 212 Western Asset Investment Grade Defined Opportunity Trust shares in Q1 2015, an estimated $4.47K.
  • National Planning Corporation first reported a position in Western Asset Investment Grade Defined Opportunity Trust in Q4 2014 and held it in 1 quarter.
  • National Planning Corporation's Western Asset Investment Grade Defined Opportunity Trust position peaked at $4.47K in Q4 2014.
  • 19 funds tracked by Wall St. Rank held Western Asset Investment Grade Defined Opportunity Trust as of Q1 2015.

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