National Planning Corporation’s iShares Dow Jones US ETF IYY Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2017 Q2	–	Sell	-3,528	Closed	-$208K	–	760
2017 Q1	$208K	Sell	3,528 -18,548	-84%	-$1.08M	0.02%	631
2016 Q4	$1.26M	Buy	+22,076	New	+$1.21M	0.1%	200
2015 Q1	–	Sell	-5,046	Closed	-$257K	–	1376
2014 Q4	$257K	Sell	5,046 -4,324	-46%	-$219K	0.02%	583
2014 Q3	$463K	Buy	+9,370	New	+$467K	0.04%	427

Other funds holding IYY

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

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

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

Savant Capital Rockford, Illinois $20.7B AUM 19.76% 1-Year Est. Return

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

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

Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return

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

LWA

Lowe Wealth Advisors Columbia, Maryland $274M AUM 14.31% 1-Year Est. Return

National Planning Corporation's IYY Position: Q2 2017 in Review

National Planning Corporation sold out of iShares Dow Jones US ETF (IYY) in Q2 2017, closing a stake of 3,528 shares — an estimated $208K sold.

National Planning Corporation first reported a position in IYY in Q3 2014 and held it in 4 quarters. The position peaked at $1.26M in Q4 2016. 113 funds tracked by Wall St. Rank hold IYY as of Q2 2017.

National Planning Corporation reported no remaining iShares Dow Jones US ETF position as of Q2 2017 after selling out during the quarter.
National Planning Corporation sold 3,528 iShares Dow Jones US ETF shares in Q2 2017, an estimated $208K.
National Planning Corporation first reported a position in iShares Dow Jones US ETF in Q3 2014 and held it in 4 quarters.
National Planning Corporation's iShares Dow Jones US ETF position peaked at $1.26M in Q4 2016.
113 funds tracked by Wall St. Rank held iShares Dow Jones US ETF as of Q2 2017.

Based on National Planning Corporation's 13F filing for Q2 2017, filed 2 Aug 2017.