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National Planning Corporation’s iShares US Industrials ETF IYJ Stock Holding History

National Planning Corporation’s Portfolio IYJ Stock Details IYJ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q4 		– Sell
-15,654
Closed -$1.08M – 339
2017
Q3 		$1.08M Sell
15,654
-25,724
-62% -$1.72M 0.09% 218
2017
Q2 		$2.73M Buy
41,378
+27,960
+208% +$1.8M 0.21% 112
2017
Q1 		$843K Sell
13,418
-9,988
-43% -$624K 0.06% 268
2016
Q4 		$1.43M Buy
23,406
+12,514
+115% +$732K 0.11% 194
2016
Q3 		$614K Buy
10,892
+6,250
+135% +$355K 0.05% 319
2016
Q2 		$261K Sell
4,642
-31,288
-87% -$1.7M 0.02% 529
2016
Q1 		$1.94M Buy
35,930
+18,252
+103% +$907K 0.17% 134
2015
Q4 		$846K Sell
17,678
-1,714
-9% -$89.1K 0.07% 275
2015
Q3 		$1.03M Buy
19,392
+14,726
+316% +$752K 0.09% 208
2015
Q2 		$245K Sell
4,666
-556
-11% -$30.2K 0.02% 519
2015
Q1 		$280K Sell
5,222
-1,016
-16% -$54.5K 0.02% 508
2014
Q4 		$323K Sell
6,238
-132
-2% -$6.86K 0.02% 523
2014
Q3 		$320K Sell
6,370
-27,960
-81% -$1.44M 0.02% 538
2014
Q2 		$1.78M Sell
34,330
-334
-1% -$17K 0.14% 146
2014
Q1 		$1.77M Sell
34,664
-41,916
-55% -$2.09M 0.15% 137
2013
Q4 		$3.88M Buy
76,580
+27,308
+55% +$1.3M 0.35% 65
2013
Q3 		$2.24M Buy
49,272
+41,198
+510% +$1.82M 0.22% 108
2013
Q2 		$335K Buy
+8,074
New +$334K 0.04% 361

Other funds holding IYJ

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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
GC
Grimes & Company Westborough, Massachusetts $4.62B AUM 29.71% 1-Year Est. Return
NEIRG
New England Investment & Retirement Group North Andover, Massachusetts $434M AUM 25.45% 1-Year Est. Return
BTS
BB&T Securities Richmond, Virginia $10.9B AUM 5.31% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

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

National Planning Corporation sold out of iShares US Industrials ETF (IYJ) in Q4 2017, closing a stake of 15,654 shares — an estimated $1.08M sold.

National Planning Corporation first reported a position in IYJ in Q2 2013 and held it in 18 quarters. The position peaked at $3.88M in Q4 2013. 151 funds tracked by Wall St. Rank hold IYJ as of Q4 2017.

  • National Planning Corporation reported no remaining iShares US Industrials ETF position as of Q4 2017 after selling out during the quarter.
  • National Planning Corporation sold 15,654 iShares US Industrials ETF shares in Q4 2017, an estimated $1.08M.
  • National Planning Corporation first reported a position in iShares US Industrials ETF in Q2 2013 and held it in 18 quarters.
  • National Planning Corporation's iShares US Industrials ETF position peaked at $3.88M in Q4 2013.
  • 151 funds tracked by Wall St. Rank held iShares US Industrials ETF as of Q4 2017.

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