National Planning Corporation’s iShares US Medical Devices ETF IHI Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2017 Q4	–	Sell	-44,310	Closed	-$1.23M	–	303
2017 Q3	$1.23M	Buy	44,310 +1,416	+3%	+$39.2K	0.1%	206
2017 Q2	$1.19M	Buy	42,894 +18,366	+75%	+$486K	0.09%	234
2017 Q1	$616K	Sell	24,528 -270	-1%	-$6.55K	0.05%	330
2016 Q4	$590K	Buy	24,798 +3,894	+19%	+$88.4K	0.05%	329
2016 Q3	$477K	Buy	+20,904	New	+$497K	0.04%	372
2015 Q1	–	Sell	-1,140	Closed	-$21.7K	–	1328
2014 Q4	$21.7K	Buy	+1,140	New	+$20.6K	﹤0.01%	1681

Other funds holding IHI

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

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

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

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

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

Wells Fargo San Francisco, California $530B AUM 22.01% 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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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

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

National Planning Corporation sold out of iShares US Medical Devices ETF (IHI) in Q4 2017, closing a stake of 44,310 shares — an estimated $1.23M sold.

National Planning Corporation first reported a position in IHI in Q4 2014 and held it in 6 quarters. The position peaked at $1.23M in Q3 2017. 171 funds tracked by Wall St. Rank hold IHI as of Q4 2017.

National Planning Corporation reported no remaining iShares US Medical Devices ETF position as of Q4 2017 after selling out during the quarter.
National Planning Corporation sold 44,310 iShares US Medical Devices ETF shares in Q4 2017, an estimated $1.23M.
National Planning Corporation first reported a position in iShares US Medical Devices ETF in Q4 2014 and held it in 6 quarters.
National Planning Corporation's iShares US Medical Devices ETF position peaked at $1.23M in Q3 2017.
171 funds tracked by Wall St. Rank held iShares US Medical Devices ETF as of Q4 2017.

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