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National Planning Corporation’s iShares US Transportation ETF IYT Stock Holding History

National Planning Corporation’s Portfolio IYT Stock Details IYT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q4 		– Sell
-5,528
Closed -$247K – 341
2017
Q3 		$247K Sell
5,528
-3,772
-41% -$160K 0.02% 573
2017
Q2 		$404K Buy
+9,300
New +$385K 0.03% 466
2015
Q1 		– Sell
-4,728
Closed -$186K – 1375
2014
Q4 		$186K Buy
+4,728
New +$186K 0.01% 695

Other funds holding IYT

UCFA
United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
N
Natixis Paris, France $28B AUM 26.79% 1-Year Est. Return
MIH
Meitav Investment House Bene-Beraq, Israel $14.9B AUM 46.8% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return
QIM
Quantitative Investment Management Charlottesville, Virginia $963M AUM 12.95% 1-Year Est. Return
MIFH
Migdal Insurance & Financial Holdings Petach Tikva, Israel $11.5B AUM 52.5% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

National Planning Corporation sold out of iShares US Transportation ETF (IYT) in Q4 2017, closing a stake of 5,528 shares — an estimated $247K sold.

National Planning Corporation first reported a position in IYT in Q4 2014 and held it in 3 quarters. The position peaked at $404K in Q2 2017. 136 funds tracked by Wall St. Rank hold IYT as of Q4 2017.

  • National Planning Corporation reported no remaining iShares US Transportation ETF position as of Q4 2017 after selling out during the quarter.
  • National Planning Corporation sold 5,528 iShares US Transportation ETF shares in Q4 2017, an estimated $247K.
  • National Planning Corporation first reported a position in iShares US Transportation ETF in Q4 2014 and held it in 3 quarters.
  • National Planning Corporation's iShares US Transportation ETF position peaked at $404K in Q2 2017.
  • 136 funds tracked by Wall St. Rank held iShares US Transportation ETF as of Q4 2017.

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