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National Planning Corporation’s VanEck Intermediate Muni ETF ITM Stock Holding History

National Planning Corporation’s Portfolio ITM Stock Details ITM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q4 		– Sell
-5,922
Closed -$279K – 2843
2014
Q3 		$279K Buy
5,922
+27
+0.5% +$1.26K 0.02% 573
2014
Q2 		$274K Buy
+5,895
New +$272K 0.02% 582

Other funds holding ITM

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MAA
Managed Account Advisors Jersey City, New Jersey $121B AUM 7.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Natixis Advisors
Natixis Advisors Boston, Massachusetts $88.9B AUM 38.03% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
HIM
Hanlon Investment Management Egg Harbor Township, New Jersey $189M AUM 32.11% 1-Year Est. Return
TFA
Transamerica Financial Advisors St. Petersburg, Florida $1.18B AUM 31.24% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return

National Planning Corporation's ITM Position: Q4 2014 in Review

National Planning Corporation sold out of VanEck Intermediate Muni ETF (ITM) in Q4 2014, closing a stake of 5,922 shares — an estimated $279K sold.

National Planning Corporation first reported a position in ITM in Q2 2014 and held it in 2 quarters. The position peaked at $279K in Q3 2014. 68 funds tracked by Wall St. Rank hold ITM as of Q4 2014.

  • National Planning Corporation reported no remaining VanEck Intermediate Muni ETF position as of Q4 2014 after selling out during the quarter.
  • National Planning Corporation sold 5,922 VanEck Intermediate Muni ETF shares in Q4 2014, an estimated $279K.
  • National Planning Corporation first reported a position in VanEck Intermediate Muni ETF in Q2 2014 and held it in 2 quarters.
  • National Planning Corporation's VanEck Intermediate Muni ETF position peaked at $279K in Q3 2014.
  • 68 funds tracked by Wall St. Rank held VanEck Intermediate Muni ETF as of Q4 2014.

Based on National Planning Corporation's 13F filing for Q4 2014, filed 20 Jan 2015.