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

National Planning Corporation’s Portfolio IMCG Stock Details IMCG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q1 		– Sell
-1,530
Closed -$39K – 1335
2014
Q4 		$39K Buy
+1,530
New +$38.6K ﹤0.01% 1387

Other funds holding IMCG

KFA
Kays Financial Advisory Atlanta, Georgia $624M AUM 9.93% 1-Year Est. Return
SAM
Summit Asset Management Memphis, Tennessee $780M AUM 16.8% 1-Year Est. Return
Axa
Axa Paris, France $91.9M AUM 27.41% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
MFS
MSI Financial Services Springfield, Massachusetts $3.07B AUM 10.22% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
CMP
Courage Miller Partners Norfolk, Virginia $379M AUM 16.36% 1-Year Est. Return

National Planning Corporation's IMCG Position: Q1 2015 in Review

National Planning Corporation sold out of iShares Morningstar Mid-Cap Growth ETF (IMCG) in Q1 2015, closing a stake of 1,530 shares — an estimated $39K sold.

National Planning Corporation first reported a position in IMCG in Q4 2014 and held it in 1 quarter. The position peaked at $39K in Q4 2014. 49 funds tracked by Wall St. Rank hold IMCG as of Q1 2015.

  • National Planning Corporation reported no remaining iShares Morningstar Mid-Cap Growth ETF position as of Q1 2015 after selling out during the quarter.
  • National Planning Corporation sold 1,530 iShares Morningstar Mid-Cap Growth ETF shares in Q1 2015, an estimated $39K.
  • National Planning Corporation first reported a position in iShares Morningstar Mid-Cap Growth ETF in Q4 2014 and held it in 1 quarter.
  • National Planning Corporation's iShares Morningstar Mid-Cap Growth ETF position peaked at $39K in Q4 2014.
  • 49 funds tracked by Wall St. Rank held iShares Morningstar Mid-Cap Growth ETF as of Q1 2015.

Based on National Planning Corporation's 13F filing for Q1 2015, filed 12 May 2015.