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National Planning Corporation’s Invesco Golden Dragon China ETF PGJ Stock Holding History

National Planning Corporation’s Portfolio PGJ Stock Details PGJ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q1 		– Sell
-100
Closed -$2.84K – 1652
2014
Q4 		$2.84K Buy
+100
New +$2.96K ﹤0.01% 2503

Other funds holding PGJ

Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
CIBC Private Wealth Group
CIBC Private Wealth Group Atlanta, Georgia $59.2B AUM 20.62% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
TAM
Tocqueville Asset Management New York $6.74B AUM 32.29% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
IIA
IPG Investment Advisors San Diego, California $582M AUM 33.22% 1-Year Est. Return

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

National Planning Corporation sold out of Invesco Golden Dragon China ETF (PGJ) in Q1 2015, closing a stake of 100 shares — an estimated $2.84K sold.

National Planning Corporation first reported a position in PGJ in Q4 2014 and held it in 1 quarter. The position peaked at $2.84K in Q4 2014. 37 funds tracked by Wall St. Rank hold PGJ as of Q1 2015.

  • National Planning Corporation reported no remaining Invesco Golden Dragon China ETF position as of Q1 2015 after selling out during the quarter.
  • National Planning Corporation sold 100 Invesco Golden Dragon China ETF shares in Q1 2015, an estimated $2.84K.
  • National Planning Corporation first reported a position in Invesco Golden Dragon China ETF in Q4 2014 and held it in 1 quarter.
  • National Planning Corporation's Invesco Golden Dragon China ETF position peaked at $2.84K in Q4 2014.
  • 37 funds tracked by Wall St. Rank held Invesco Golden Dragon China ETF as of Q1 2015.

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