NPC
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National Planning Corporation’s ePlus PLUS Stock Holding History

National Planning Corporation’s Portfolio PLUS Stock Details PLUS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q1 		– Sell
-400
Closed -$6.64K – 1669
2014
Q4 		$6.64K Buy
+400
New +$6.6K ﹤0.01% 2212

Other funds holding PLUS

Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
RA
Royce & Associates New York $12.4B AUM 64.17% 1-Year Est. Return
HA
Heartland Advisors Milwaukee, Wisconsin $2.25B AUM 44.61% 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 $55.1B AUM 45.38% 1-Year Est. Return
RRAM
River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
NI
Numeric Investors Boston, Massachusetts $13.7B AUM 28.88% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

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

National Planning Corporation sold out of ePlus (PLUS) in Q1 2015, closing a stake of 400 shares — an estimated $6.64K sold.

National Planning Corporation first reported a position in PLUS in Q4 2014 and held it in 1 quarter. The position peaked at $6.64K in Q4 2014. 145 funds tracked by Wall St. Rank hold PLUS as of Q1 2015.

  • National Planning Corporation reported no remaining ePlus position as of Q1 2015 after selling out during the quarter.
  • National Planning Corporation sold 400 ePlus shares in Q1 2015, an estimated $6.64K.
  • National Planning Corporation first reported a position in ePlus in Q4 2014 and held it in 1 quarter.
  • National Planning Corporation's ePlus position peaked at $6.64K in Q4 2014.
  • 145 funds tracked by Wall St. Rank held ePlus as of Q1 2015.

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