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National Planning Corporation’s iShares Global Consumer Staples ETF KXI Stock Holding History

National Planning Corporation’s Portfolio KXI Stock Details KXI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q1 		– Sell
-1,890
Closed -$83.8K – 1423
2014
Q4 		$83.8K Buy
+1,890
New +$84.6K 0.01% 1001

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Morgan Stanley
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Fifth Third Bancorp
Fifth Third Bancorp Cincinnati, Ohio $54.7B AUM 26.51% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
HP
HT Partners Centerbrook, Connecticut $361M AUM 22.6% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

National Planning Corporation sold out of iShares Global Consumer Staples ETF (KXI) in Q1 2015, closing a stake of 1,890 shares — an estimated $83.8K sold.

National Planning Corporation first reported a position in KXI in Q4 2014 and held it in 1 quarter. The position peaked at $83.8K in Q4 2014. 63 funds tracked by Wall St. Rank hold KXI as of Q1 2015.

  • National Planning Corporation reported no remaining iShares Global Consumer Staples ETF position as of Q1 2015 after selling out during the quarter.
  • National Planning Corporation sold 1,890 iShares Global Consumer Staples ETF shares in Q1 2015, an estimated $83.8K.
  • National Planning Corporation first reported a position in iShares Global Consumer Staples ETF in Q4 2014 and held it in 1 quarter.
  • National Planning Corporation's iShares Global Consumer Staples ETF position peaked at $83.8K in Q4 2014.
  • 63 funds tracked by Wall St. Rank held iShares Global Consumer Staples ETF as of Q1 2015.

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