National Planning Corporation’s iShares US Telecommunications ETF IYZ Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2017 Q1	–	Sell	-27,545	Closed	-$943K	–	718
2016 Q4	$943K	Buy	+27,545	New	+$887K	0.07%	247
2016 Q2	–	Sell	-43,302	Closed	-$1.32M	–	674
2016 Q1	$1.32M	Buy	+43,302	New	+$1.23M	0.12%	181
2015 Q4	–	Sell	-25,931	Closed	-$782K	–	743
2015 Q3	$782K	Buy	+25,931	New	+$742K	0.07%	261
2015 Q2	–	Sell	-84,939	Closed	-$2.57M	–	664
2015 Q1	$2.57M	Buy	84,939 +84,053	+9,487%	+$2.53M	0.23%	96
2014 Q4	$25.3K	Buy	+886	New	+$26.2K	﹤0.01%	1600
2014 Q1	–	Sell	-35,808	Closed	-$1.08M	–	735
2013 Q4	$1.08M	Sell	35,808 -9,091	-20%	-$260K	0.1%	217
2013 Q3	$1.26M	Sell	44,899 -12,984	-22%	-$357K	0.12%	180
2013 Q2	$1.47M	Buy	+57,883	New	+$1.51M	0.18%	127

Other funds holding IYZ

Barclays London, United Kingdom $521B AUM 51.41% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

ACM

Arlington Capital Management Arlington Heights, Illinois $161M AUM 38.38% 1-Year Est. Return

UCFA

United Capital Financial Advisors Irving, Texas $18.2B AUM 22.02% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

National Planning Corporation's IYZ Position: Q1 2017 in Review

National Planning Corporation sold out of iShares US Telecommunications ETF (IYZ) in Q1 2017, closing a stake of 27,545 shares — an estimated $943K sold.

National Planning Corporation first reported a position in IYZ in Q2 2013 and held it in 8 quarters. The position peaked at $2.57M in Q1 2015. 116 funds tracked by Wall St. Rank hold IYZ as of Q1 2017.

National Planning Corporation reported no remaining iShares US Telecommunications ETF position as of Q1 2017 after selling out during the quarter.
National Planning Corporation sold 27,545 iShares US Telecommunications ETF shares in Q1 2017, an estimated $943K.
National Planning Corporation first reported a position in iShares US Telecommunications ETF in Q2 2013 and held it in 8 quarters.
National Planning Corporation's iShares US Telecommunications ETF position peaked at $2.57M in Q1 2015.
116 funds tracked by Wall St. Rank held iShares US Telecommunications ETF as of Q1 2017.

Based on National Planning Corporation's 13F filing for Q1 2017, filed 15 May 2017.