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National Planning Corporation’s iShares US Financial Services ETF IYG Stock Holding History

National Planning Corporation’s Portfolio IYG Stock Details IYG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q4 		– Sell
-5,202
Closed -$208K – 337
2017
Q3 		$208K Sell
5,202
-5,580
-52% -$214K 0.02% 623
2017
Q2 		$412K Buy
10,782
+291
+3% +$10.6K 0.03% 457
2017
Q1 		$379K Buy
10,491
+300
+3% +$11K 0.03% 452
2016
Q4 		$362K Buy
10,191
+228
+2% +$7.43K 0.03% 451
2016
Q3 		$303K Buy
9,963
+744
+8% +$21.4K 0.02% 481
2016
Q2 		$258K Buy
9,219
+492
+6% +$13.7K 0.02% 533
2016
Q1 		$243K Sell
8,727
-2,193
-20% -$58K 0.02% 525
2015
Q4 		$279K Buy
+10,920
New +$331K 0.02% 535
2015
Q3 		– Sell
-9,408
Closed -$301K – 651
2015
Q2 		$301K Hold
9,408
– – 0.03% 479
2015
Q1 		$288K Sell
9,408
-10,098
-52% -$299K 0.03% 501
2014
Q4 		$573K Hold
19,506
– – 0.04% 365
2014
Q3 		$562K Hold
19,506
– – 0.04% 374
2014
Q2 		$549K Buy
19,506
+3,231
+20% +$88.8K 0.04% 370
2014
Q1 		$464K Sell
16,275
-675
-4% -$18.7K 0.04% 394
2013
Q4 		$474K Hold
16,950
– – 0.04% 379
2013
Q3 		$422K Buy
16,950
+7,467
+79% +$187K 0.04% 392
2013
Q2 		$225K Buy
+9,483
New +$219K 0.03% 458

Other funds holding IYG

RIG
RiverFront Investment Group Richmond, Virginia $7.56B AUM 23.82% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
MIH
Meitav Investment House Bene-Beraq, Israel $14.9B AUM 46.8% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
BTS
BB&T Securities Richmond, Virginia $10.9B AUM 16.21% 1-Year Est. Return

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

National Planning Corporation sold out of iShares US Financial Services ETF (IYG) in Q4 2017, closing a stake of 5,202 shares — an estimated $208K sold.

National Planning Corporation first reported a position in IYG in Q2 2013 and held it in 17 quarters. The position peaked at $573K in Q4 2014. 140 funds tracked by Wall St. Rank hold IYG as of Q4 2017.

  • National Planning Corporation reported no remaining iShares US Financial Services ETF position as of Q4 2017 after selling out during the quarter.
  • National Planning Corporation sold 5,202 iShares US Financial Services ETF shares in Q4 2017, an estimated $208K.
  • National Planning Corporation first reported a position in iShares US Financial Services ETF in Q2 2013 and held it in 17 quarters.
  • National Planning Corporation's iShares US Financial Services ETF position peaked at $573K in Q4 2014.
  • 140 funds tracked by Wall St. Rank held iShares US Financial Services ETF as of Q4 2017.

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