NPC
MTR

National Planning Corporation’s Mesa Royalty Trust MTR Stock Holding History

National Planning Corporation’s Portfolio MTR Stock Details MTR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q1 		– Sell
-350
Closed -$8.33K – 1516
2014
Q4 		$8.33K Buy
+350
New +$10K ﹤0.01% 2117

Other funds holding MTR

PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
DLG
Daniel L. Goodwin $207M AUM 22.03% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
RFA
Reilly Financial Advisors La Mesa, California $1.35B AUM 22.65% 1-Year Est. Return
SC
Searle & Co Greenwich, Connecticut $398M AUM 22.87% 1-Year Est. Return

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

National Planning Corporation sold out of Mesa Royalty Trust (MTR) in Q1 2015, closing a stake of 350 shares — an estimated $8.33K sold.

National Planning Corporation first reported a position in MTR in Q4 2014 and held it in 1 quarter. The position peaked at $8.33K in Q4 2014. 16 funds tracked by Wall St. Rank hold MTR as of Q1 2015.

  • National Planning Corporation reported no remaining Mesa Royalty Trust position as of Q1 2015 after selling out during the quarter.
  • National Planning Corporation sold 350 Mesa Royalty Trust shares in Q1 2015, an estimated $8.33K.
  • National Planning Corporation first reported a position in Mesa Royalty Trust in Q4 2014 and held it in 1 quarter.
  • National Planning Corporation's Mesa Royalty Trust position peaked at $8.33K in Q4 2014.
  • 16 funds tracked by Wall St. Rank held Mesa Royalty Trust as of Q1 2015.

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