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National Planning Corporation’s Invesco Quality Municipal Securities IQI Stock Holding History

National Planning Corporation’s Portfolio IQI Stock Details IQI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q1 		– Sell
-200
Closed -$2.53K – 1350
2014
Q4 		$2.53K Buy
+200
New +$2.47K ﹤0.01% 2528

Other funds holding IQI

KIM
Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
MSL
Mackay Shields LLC New York $2.99B AUM 3.89% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
FIMG
Financial & Investment Management Group Traverse City, Michigan $274M AUM 8.43% 1-Year Est. Return

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

National Planning Corporation sold out of Invesco Quality Municipal Securities (IQI) in Q1 2015, closing a stake of 200 shares — an estimated $2.53K sold.

National Planning Corporation first reported a position in IQI in Q4 2014 and held it in 1 quarter. The position peaked at $2.53K in Q4 2014. 62 funds tracked by Wall St. Rank hold IQI as of Q1 2015.

  • National Planning Corporation reported no remaining Invesco Quality Municipal Securities position as of Q1 2015 after selling out during the quarter.
  • National Planning Corporation sold 200 Invesco Quality Municipal Securities shares in Q1 2015, an estimated $2.53K.
  • National Planning Corporation first reported a position in Invesco Quality Municipal Securities in Q4 2014 and held it in 1 quarter.
  • National Planning Corporation's Invesco Quality Municipal Securities position peaked at $2.53K in Q4 2014.
  • 62 funds tracked by Wall St. Rank held Invesco Quality Municipal Securities as of Q1 2015.

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