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National Planning Corporation’s Invesco KBW High Dividend Yield Financial ETF KBWD Stock Holding History

National Planning Corporation’s Portfolio KBWD Stock Details KBWD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q1 		– Sell
-2,330
Closed -$58.6K – 1400
2014
Q4 		$58.6K Buy
+2,330
New +$59.2K ﹤0.01% 1187

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JCM
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JMPWA
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Bank of America
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JIP
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Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

National Planning Corporation's KBWD Position: Q1 2015 in Review

National Planning Corporation sold out of Invesco KBW High Dividend Yield Financial ETF (KBWD) in Q1 2015, closing a stake of 2,330 shares — an estimated $58.6K sold.

National Planning Corporation first reported a position in KBWD in Q4 2014 and held it in 1 quarter. The position peaked at $58.6K in Q4 2014. 40 funds tracked by Wall St. Rank hold KBWD as of Q1 2015.

  • National Planning Corporation reported no remaining Invesco KBW High Dividend Yield Financial ETF position as of Q1 2015 after selling out during the quarter.
  • National Planning Corporation sold 2,330 Invesco KBW High Dividend Yield Financial ETF shares in Q1 2015, an estimated $58.6K.
  • National Planning Corporation first reported a position in Invesco KBW High Dividend Yield Financial ETF in Q4 2014 and held it in 1 quarter.
  • National Planning Corporation's Invesco KBW High Dividend Yield Financial ETF position peaked at $58.6K in Q4 2014.
  • 40 funds tracked by Wall St. Rank held Invesco KBW High Dividend Yield Financial ETF as of Q1 2015.

Based on National Planning Corporation's 13F filing for Q1 2015, filed 12 May 2015.