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National Planning Corporation’s iShares Morningstar Mid-Cap ETF IMCB Stock Holding History

National Planning Corporation’s Portfolio IMCB Stock Details IMCB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q4 		– Sell
-34,924
Closed -$1.53M – 307
2017
Q3 		$1.53M Sell
34,924
-14,168
-29% -$605K 0.13% 175
2017
Q2 		$2.08M Sell
49,092
-21,260
-30% -$895K 0.16% 153
2017
Q1 		$2.92M Sell
70,352
-1,668
-2% -$68.5K 0.22% 98
2016
Q4 		$2.9M Buy
72,020
+7,716
+12% +$298K 0.23% 94
2016
Q3 		$2.4M Buy
64,304
+3,780
+6% +$146K 0.19% 110
2016
Q2 		$2.34M Buy
60,524
+916
+2% +$33.7K 0.18% 116
2016
Q1 		$2.18M Sell
59,608
-6,720
-10% -$228K 0.19% 118
2015
Q4 		$2.16M Buy
66,328
+6,368
+11% +$231K 0.18% 127
2015
Q3 		$2.23M Sell
59,960
-16
-0% -$589 0.2% 110
2015
Q2 		$2.27M Buy
59,976
+6,456
+12% +$249K 0.2% 108
2015
Q1 		$2.03M Sell
53,520
-388
-0.7% -$14.6K 0.18% 119
2014
Q4 		$1.95M Sell
53,908
-2,156
-4% -$77K 0.14% 142
2014
Q3 		$1.94M Buy
56,064
+4,408
+9% +$156K 0.15% 135
2014
Q2 		$1.82M Buy
51,656
+5,424
+12% +$184K 0.14% 144
2014
Q1 		$1.58M Buy
46,232
+2,308
+5% +$75.9K 0.14% 154
2013
Q4 		$1.42M Buy
43,924
+1,008
+2% +$31.3K 0.13% 179
2013
Q3 		$1.28M Buy
42,916
+2,120
+5% +$62K 0.12% 178
2013
Q2 		$1.13M Buy
+40,796
New +$1.15M 0.14% 161

Other funds holding IMCB

UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
LTFS
Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 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 IMCB Position: Q4 2017 in Review

National Planning Corporation sold out of iShares Morningstar Mid-Cap ETF (IMCB) in Q4 2017, closing a stake of 34,924 shares — an estimated $1.53M sold.

National Planning Corporation first reported a position in IMCB in Q2 2013 and held it in 18 quarters. The position peaked at $2.92M in Q1 2017. 87 funds tracked by Wall St. Rank hold IMCB as of Q4 2017.

  • National Planning Corporation reported no remaining iShares Morningstar Mid-Cap ETF position as of Q4 2017 after selling out during the quarter.
  • National Planning Corporation sold 34,924 iShares Morningstar Mid-Cap ETF shares in Q4 2017, an estimated $1.53M.
  • National Planning Corporation first reported a position in iShares Morningstar Mid-Cap ETF in Q2 2013 and held it in 18 quarters.
  • National Planning Corporation's iShares Morningstar Mid-Cap ETF position peaked at $2.92M in Q1 2017.
  • 87 funds tracked by Wall St. Rank held iShares Morningstar Mid-Cap ETF as of Q4 2017.

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