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National Planning Corporation’s iShares US Technology ETF IYW Stock Holding History

National Planning Corporation’s Portfolio IYW Stock Details IYW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q4 		– Sell
-56,576
Closed -$2.12M – 342
2017
Q3 		$2.12M Sell
56,576
-53,144
-48% -$1.95M 0.18% 129
2017
Q2 		$3.79M Buy
109,720
+7,148
+7% +$251K 0.29% 74
2017
Q1 		$3.46M Buy
102,572
+40,468
+65% +$1.31M 0.26% 80
2016
Q4 		$1.98M Buy
62,104
+13,108
+27% +$391K 0.15% 138
2016
Q3 		$1.45M Sell
48,996
-4,524
-8% -$130K 0.11% 188
2016
Q2 		$1.52M Buy
53,520
+32,804
+158% +$866K 0.12% 182
2016
Q1 		$529K Sell
20,716
-46,212
-69% -$1.17M 0.05% 342
2015
Q4 		$1.6M Buy
66,928
+48,564
+264% +$1.31M 0.13% 183
2015
Q3 		$511K Sell
18,364
-1,860
-9% -$48K 0.05% 347
2015
Q2 		$532K Sell
20,224
-87,048
-81% -$2.35M 0.05% 340
2015
Q1 		$2.87M Buy
107,272
+19,412
+22% +$510K 0.26% 87
2014
Q4 		$2.24M Sell
87,860
-108,900
-55% -$2.78M 0.16% 121
2014
Q3 		$4.92M Buy
196,760
+47,332
+32% +$1.18M 0.37% 57
2014
Q2 		$3.62M Sell
149,428
-86,968
-37% -$2.01M 0.28% 71
2014
Q1 		$5.46M Sell
236,396
-89,636
-27% -$2M 0.47% 47
2013
Q4 		$7.22M Buy
326,032
+16,904
+5% +$352K 0.64% 37
2013
Q3 		$6.16M Buy
309,128
+43,372
+16% +$842K 0.6% 41
2013
Q2 		$4.89M Buy
+265,756
New +$4.94M 0.61% 42

Other funds holding IYW

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
PAG
Pinnacle Advisory Group Columbia, Maryland $2.17B AUM 39.21% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

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

National Planning Corporation sold out of iShares US Technology ETF (IYW) in Q4 2017, closing a stake of 56,576 shares — an estimated $2.12M sold.

National Planning Corporation first reported a position in IYW in Q2 2013 and held it in 18 quarters. The position peaked at $7.22M in Q4 2013. 314 funds tracked by Wall St. Rank hold IYW as of Q4 2017.

  • National Planning Corporation reported no remaining iShares US Technology ETF position as of Q4 2017 after selling out during the quarter.
  • National Planning Corporation sold 56,576 iShares US Technology ETF shares in Q4 2017, an estimated $2.12M.
  • National Planning Corporation first reported a position in iShares US Technology ETF in Q2 2013 and held it in 18 quarters.
  • National Planning Corporation's iShares US Technology ETF position peaked at $7.22M in Q4 2013.
  • 314 funds tracked by Wall St. Rank held iShares US Technology ETF as of Q4 2017.

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