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National Planning Corporation’s Invesco FTSE RAFI Developed Markets ex-US Small-Mid ETF PDN Stock Holding History

National Planning Corporation’s Portfolio PDN Stock Details PDN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q4 		– Sell
-12,953
Closed -$425K – 439
2017
Q3 		$425K Sell
12,953
-5,530
-30% -$177K 0.04% 408
2017
Q2 		$573K Buy
+18,483
New +$564K 0.04% 371

Other funds holding PDN

Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
CSIA
Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return
AFA
Arlington Financial Advisors Santa Barbara, California $787M AUM 22.93% 1-Year Est. Return
CIC
Cutler Investment Counsel Jacksonville, Oregon $1.06B AUM 20.29% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
FWM
Frontier Wealth Management Kansas City, Missouri $1.38B AUM 6.3% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
CFA
Carroll Financial Associates Charlotte, North Carolina $1.88B AUM 20.52% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

National Planning Corporation's PDN Position: Q4 2017 in Review

National Planning Corporation sold out of Invesco FTSE RAFI Developed Markets ex-US Small-Mid ETF (PDN) in Q4 2017, closing a stake of 12,953 shares — an estimated $425K sold.

National Planning Corporation first reported a position in PDN in Q2 2017 and held it in 2 quarters. The position peaked at $573K in Q2 2017. 52 funds tracked by Wall St. Rank hold PDN as of Q4 2017.

  • National Planning Corporation reported no remaining Invesco FTSE RAFI Developed Markets ex-US Small-Mid ETF position as of Q4 2017 after selling out during the quarter.
  • National Planning Corporation sold 12,953 Invesco FTSE RAFI Developed Markets ex-US Small-Mid ETF shares in Q4 2017, an estimated $425K.
  • National Planning Corporation first reported a position in Invesco FTSE RAFI Developed Markets ex-US Small-Mid ETF in Q2 2017 and held it in 2 quarters.
  • National Planning Corporation's Invesco FTSE RAFI Developed Markets ex-US Small-Mid ETF position peaked at $573K in Q2 2017.
  • 52 funds tracked by Wall St. Rank held Invesco FTSE RAFI Developed Markets ex-US Small-Mid ETF as of Q4 2017.

Based on National Planning Corporation's 13F filing for Q4 2017, filed 14 Feb 2018.