NPC
KG

National Planning Corporation’s Kestrel Group KG Stock Holding History

National Planning Corporation’s Portfolio KG Stock Details KG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q1 		– Sell
-5
Closed -$1.19K – 1486
2014
Q4 		$1.19K Buy
+5
New +$1.24K ﹤0.01% 2667

Other funds holding KG

Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
TSW
Thompson Siegel & Walmsley Richmond, Virginia $5.7B AUM 6.69% 1-Year Est. Return
KCM
Kennedy Capital Management St Louis, Missouri $4.72B AUM 36.69% 1-Year Est. Return
EAM
Eagle Asset Management St Petersburg, Florida $19.6B AUM 41.58% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

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

National Planning Corporation sold out of Kestrel Group (KG) in Q1 2015, closing a stake of 5 shares — an estimated $1.19K sold.

National Planning Corporation first reported a position in KG in Q4 2014 and held it in 1 quarter. The position peaked at $1.19K in Q4 2014. 162 funds tracked by Wall St. Rank hold KG as of Q1 2015.

  • National Planning Corporation reported no remaining Kestrel Group position as of Q1 2015 after selling out during the quarter.
  • National Planning Corporation sold 5 Kestrel Group shares in Q1 2015, an estimated $1.19K.
  • National Planning Corporation first reported a position in Kestrel Group in Q4 2014 and held it in 1 quarter.
  • National Planning Corporation's Kestrel Group position peaked at $1.19K in Q4 2014.
  • 162 funds tracked by Wall St. Rank held Kestrel Group as of Q1 2015.

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