National Planning Corporation’s iShares Expanded Tech Sector ETF IGM Stock Holding History

National Planning Corporation’s Portfolio IGM Stock Details IGM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2017 Q4	–	Sell	-13,140	Closed	-$340K	–	300
2017 Q3	$340K	Hold	13,140	–	–	0.03%	483
2017 Q2	$314K	Hold	13,140	–	–	0.02%	546
2017 Q1	$302K	Hold	13,140	–	–	0.02%	513
2016 Q4	$286K	Buy	13,140 +60	+0.5%	+$1.23K	0.02%	513
2016 Q3	$267K	Buy	+13,080	New	+$259K	0.02%	512
2015 Q1	–	Sell	-300	Closed	-$4.97K	–	1322
2014 Q4	$4.97K	Buy	+300	New	+$4.95K	﹤0.01%	2320

Other funds holding IGM

Axa Paris, France $256M AUM 25.01% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

DWM

Destination Wealth Management Walnut Creek, California $3.85B AUM 13% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

SEIA

Signature Estate & Investment Advisors Los Angeles, California $5.56B AUM 26.66% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

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

National Planning Corporation sold out of iShares Expanded Tech Sector ETF (IGM) in Q4 2017, closing a stake of 13,140 shares — an estimated $340K sold.

National Planning Corporation first reported a position in IGM in Q4 2014 and held it in 6 quarters. The position peaked at $340K in Q3 2017. 123 funds tracked by Wall St. Rank hold IGM as of Q4 2017.

National Planning Corporation reported no remaining iShares Expanded Tech Sector ETF position as of Q4 2017 after selling out during the quarter.
National Planning Corporation sold 13,140 iShares Expanded Tech Sector ETF shares in Q4 2017, an estimated $340K.
National Planning Corporation first reported a position in iShares Expanded Tech Sector ETF in Q4 2014 and held it in 6 quarters.
National Planning Corporation's iShares Expanded Tech Sector ETF position peaked at $340K in Q3 2017.
123 funds tracked by Wall St. Rank held iShares Expanded Tech Sector ETF as of Q4 2017.

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