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National Planning Corporation’s iShares S&P Mid-Cap 400 Growth ETF IJK Stock Holding History

National Planning Corporation’s Portfolio IJK Stock Details IJK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q4 		– Sell
-255,444
Closed -$12.9M – 304
2017
Q3 		$12.9M Buy
255,444
+132,420
+108% +$6.53M 1.08% 18
2017
Q2 		$6.08M Buy
123,024
+37,348
+44% +$1.82M 0.46% 43
2017
Q1 		$4.06M Buy
85,676
+9,928
+13% +$468K 0.31% 69
2016
Q4 		$3.51M Buy
75,748
+45,848
+153% +$2.02M 0.27% 75
2016
Q3 		$1.26M Buy
29,900
+604
+2% +$26.5K 0.1% 202
2016
Q2 		$1.28M Sell
29,296
-53,004
-64% -$2.2M 0.1% 205
2016
Q1 		$3.37M Sell
82,300
-24,944
-23% -$952K 0.29% 76
2015
Q4 		$3.9M Sell
107,244
-367,192
-77% -$15M 0.32% 72
2015
Q3 		$19.8M Sell
474,436
-49,144
-9% -$2.05M 1.82% 10
2015
Q2 		$22.5M Buy
523,580
+25,044
+5% +$1.07M 2.02% 5
2015
Q1 		$20.9M Buy
498,536
+385,232
+340% +$15.9M 1.86% 7
2014
Q4 		$4.5M Sell
113,304
-2,788
-2% -$108K 0.32% 58
2014
Q3 		$4.38M Buy
116,092
+4,160
+4% +$161K 0.33% 61
2014
Q2 		$4.4M Buy
111,932
+4,336
+4% +$164K 0.35% 62
2014
Q1 		$4.17M Sell
107,596
-172,840
-62% -$6.51M 0.36% 59
2013
Q4 		$10.5M Buy
280,436
+204,300
+268% +$7.37M 0.94% 16
2013
Q3 		$2.68M Sell
76,136
-79,092
-51% -$2.69M 0.26% 81
2013
Q2 		$5M Buy
+155,228
New +$5.04M 0.62% 38

Other funds holding IJK

Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
EFS
Edelman Financial Services Fairfax, Virginia $11B AUM 9.53% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $27.4B AUM 24.17% 1-Year Est. Return

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

National Planning Corporation sold out of iShares S&P Mid-Cap 400 Growth ETF (IJK) in Q4 2017, closing a stake of 255,444 shares — an estimated $12.9M sold.

National Planning Corporation first reported a position in IJK in Q2 2013 and held it in 18 quarters. The position peaked at $22.5M in Q2 2015. 466 funds tracked by Wall St. Rank hold IJK as of Q4 2017.

  • National Planning Corporation reported no remaining iShares S&P Mid-Cap 400 Growth ETF position as of Q4 2017 after selling out during the quarter.
  • National Planning Corporation sold 255,444 iShares S&P Mid-Cap 400 Growth ETF shares in Q4 2017, an estimated $12.9M.
  • National Planning Corporation first reported a position in iShares S&P Mid-Cap 400 Growth ETF in Q2 2013 and held it in 18 quarters.
  • National Planning Corporation's iShares S&P Mid-Cap 400 Growth ETF position peaked at $22.5M in Q2 2015.
  • 466 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Growth ETF as of Q4 2017.

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