National Planning Corporation’s iShares Expanded Tech-Software Sector ETF IGV Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2017 Q4	–	Sell	-32,520	Closed	-$951K	–	302
2017 Q3	$951K	Buy	32,520 +765	+2%	+$21.9K	0.08%	237
2017 Q2	$856K	Buy	31,755 +115	+0.4%	+$3.08K	0.07%	284
2017 Q1	$795K	Buy	31,640 +10,000	+46%	+$241K	0.06%	278
2016 Q4	$508K	Buy	21,640 +5,435	+34%	+$122K	0.04%	363
2016 Q3	$365K	Buy	+16,205	New	+$359K	0.03%	433
2015 Q1	–	Sell	-795	Closed	-$14.3K	–	1326
2014 Q4	$14.3K	Buy	+795	New	+$14.2K	﹤0.01%	1880

Other funds holding IGV

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

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

Bank of Nova Scotia Toronto, Ontario, Canada $57.2B AUM 35.3% 1-Year Est. Return

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

MIH

Meitav Investment House Bene-Beraq, Israel $9.12B AUM 42.07% 1-Year Est. Return

JCM

Janney Capital Management Pittsburgh, Pennsylvania $1.59B AUM 23.25% 1-Year Est. Return

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

NCM

Niemann Capital Management Stateline, Nevada $788K AUM 23.27% 1-Year Est. Return

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

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

National Planning Corporation sold out of iShares Expanded Tech-Software Sector ETF (IGV) in Q4 2017, closing a stake of 32,520 shares — an estimated $951K sold.

National Planning Corporation first reported a position in IGV in Q4 2014 and held it in 6 quarters. The position peaked at $951K in Q3 2017. 137 funds tracked by Wall St. Rank hold IGV as of Q4 2017.

National Planning Corporation reported no remaining iShares Expanded Tech-Software Sector ETF position as of Q4 2017 after selling out during the quarter.
National Planning Corporation sold 32,520 iShares Expanded Tech-Software Sector ETF shares in Q4 2017, an estimated $951K.
National Planning Corporation first reported a position in iShares Expanded Tech-Software Sector ETF in Q4 2014 and held it in 6 quarters.
National Planning Corporation's iShares Expanded Tech-Software Sector ETF position peaked at $951K in Q3 2017.
137 funds tracked by Wall St. Rank held iShares Expanded Tech-Software Sector ETF as of Q4 2017.

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