National Planning Corporation’s iShares US Financials ETF IYF Stock Holding History

National Planning Corporation’s Portfolio IYF Stock Details IYF Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2017 Q4	–	Sell	-8,836	Closed	-$495K	–	336
2017 Q3	$495K	Sell	8,836 -2,120	-19%	-$116K	0.04%	366
2017 Q2	$596K	Sell	10,956 -9,574	-47%	-$501K	0.05%	363
2017 Q1	$1.06M	Sell	20,530 -248	-1%	-$12.9K	0.08%	234
2016 Q4	$1.06M	Sell	20,778 -694	-3%	-$33.1K	0.08%	225
2016 Q3	$972K	Buy	+21,472	New	+$962K	0.08%	238
2016 Q2	–	Sell	-11,334	Closed	-$491K	–	673
2016 Q1	$491K	Sell	11,334 -8,864	-44%	-$360K	0.04%	357
2015 Q4	$791K	Buy	+20,198	New	+$900K	0.06%	296
2015 Q3	–	Sell	-40,158	Closed	-$1.86M	–	650
2015 Q2	$1.86M	Buy	+40,158	New	+$1.82M	0.17%	131
2015 Q1	–	Sell	-56,954	Closed	-$2.52M	–	1372
2014 Q4	$2.52M	Sell	56,954 -1,732	-3%	-$75.3K	0.18%	108
2014 Q3	$2.47M	Buy	58,686 +53,240	+978%	+$2.23M	0.19%	102
2014 Q2	$226K	Sell	5,446 -60,414	-92%	-$2.45M	0.02%	641
2014 Q1	$2.71M	Buy	+65,860	New	+$2.63M	0.23%	84
2013 Q3	–	Sell	-20,554	Closed	-$736K	–	678
2013 Q2	$736K	Buy	+20,554	New	+$726K	0.09%	221

Other funds holding IYF

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

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

National Planning Corporation sold out of iShares US Financials ETF (IYF) in Q4 2017, closing a stake of 8,836 shares — an estimated $495K sold.

National Planning Corporation first reported a position in IYF in Q2 2013 and held it in 13 quarters. The position peaked at $2.71M in Q1 2014. 221 funds tracked by Wall St. Rank hold IYF as of Q4 2017.

National Planning Corporation reported no remaining iShares US Financials ETF position as of Q4 2017 after selling out during the quarter.
National Planning Corporation sold 8,836 iShares US Financials ETF shares in Q4 2017, an estimated $495K.
National Planning Corporation first reported a position in iShares US Financials ETF in Q2 2013 and held it in 13 quarters.
National Planning Corporation's iShares US Financials ETF position peaked at $2.71M in Q1 2014.
221 funds tracked by Wall St. Rank held iShares US Financials ETF as of Q4 2017.

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