NPC
IXJ icon

National Planning Corporation’s iShares Global Healthcare ETF IXJ Stock Holding History

National Planning Corporation’s Portfolio IXJ Stock Details IXJ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q4 		– Sell
-7,354
Closed -$414K – 332
2017
Q3 		$414K Sell
7,354
-150
-2% -$8.25K 0.03% 414
2017
Q2 		$410K Buy
7,504
+184
+3% +$9.78K 0.03% 458
2017
Q1 		$377K Buy
7,320
+2,850
+64% +$143K 0.03% 456
2016
Q4 		$218K Buy
4,470
+66
+1% +$3.17K 0.02% 599
2016
Q3 		$208K Sell
4,404
-1,812
-29% -$93.1K 0.02% 573
2016
Q2 		$328K Sell
6,216
-14,544
-70% -$725K 0.03% 468
2016
Q1 		$1.02M Sell
20,760
-892
-4% -$42.5K 0.09% 226
2015
Q4 		$999K Buy
21,652
+888
+4% +$45.7K 0.08% 246
2015
Q3 		$1.09M Sell
20,764
-1,224
-6% -$66K 0.1% 198
2015
Q2 		$1.22M Buy
21,988
+10,730
+95% +$590K 0.11% 189
2015
Q1 		$608K Sell
11,258
-4,772
-30% -$250K 0.05% 300
2014
Q4 		$805K Hold
16,030
– – 0.06% 290
2014
Q3 		$781K Buy
16,030
+2,620
+20% +$125K 0.06% 295
2014
Q2 		$632K Buy
13,410
+1,200
+10% +$55.1K 0.05% 340
2014
Q1 		$558K Buy
12,210
+988
+9% +$44.1K 0.05% 348
2013
Q4 		$483K Buy
11,222
+2,772
+33% +$115K 0.04% 372
2013
Q3 		$340K Buy
8,450
+2,700
+47% +$106K 0.03% 456
2013
Q2 		$212K Buy
+5,750
New +$219K 0.03% 470

Other funds holding IXJ

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
BCI
Brinker Capital Investments Berwyn, Pennsylvania $11.7B AUM 21.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
FDCDDQ
Federation des caisses Desjardins du Quebec Levis, Quebec, Canada $27.8B AUM 31.66% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
AIIMS
Analyst IMS Investment Management Services Tel-Aviv, Israel $4.3B AUM 37.33% 1-Year Est. Return

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

National Planning Corporation sold out of iShares Global Healthcare ETF (IXJ) in Q4 2017, closing a stake of 7,354 shares — an estimated $414K sold.

National Planning Corporation first reported a position in IXJ in Q2 2013 and held it in 18 quarters. The position peaked at $1.22M in Q2 2015. 156 funds tracked by Wall St. Rank hold IXJ as of Q4 2017.

  • National Planning Corporation reported no remaining iShares Global Healthcare ETF position as of Q4 2017 after selling out during the quarter.
  • National Planning Corporation sold 7,354 iShares Global Healthcare ETF shares in Q4 2017, an estimated $414K.
  • National Planning Corporation first reported a position in iShares Global Healthcare ETF in Q2 2013 and held it in 18 quarters.
  • National Planning Corporation's iShares Global Healthcare ETF position peaked at $1.22M in Q2 2015.
  • 156 funds tracked by Wall St. Rank held iShares Global Healthcare ETF as of Q4 2017.

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