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National Planning Corporation’s Invesco Aerospace & Defense ETF PPA Stock Holding History

National Planning Corporation’s Portfolio PPA Stock Details PPA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q4 		– Sell
-4,937
Closed -$253K – 460
2017
Q3 		$253K Buy
+4,937
New +$240K 0.02% 564
2015
Q1 		– Sell
-400
Closed -$13.7K – 1685
2014
Q4 		$13.7K Buy
+400
New +$13.3K ﹤0.01% 1898

Other funds holding PPA

RIG
RiverFront Investment Group Richmond, Virginia $7.56B AUM 23.82% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
SB
Suntrust Banks Atlanta, Georgia $19.2B AUM 13.68% 1-Year Est. Return

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

National Planning Corporation sold out of Invesco Aerospace & Defense ETF (PPA) in Q4 2017, closing a stake of 4,937 shares — an estimated $253K sold.

National Planning Corporation first reported a position in PPA in Q4 2014 and held it in 2 quarters. The position peaked at $253K in Q3 2017. 112 funds tracked by Wall St. Rank hold PPA as of Q4 2017.

  • National Planning Corporation reported no remaining Invesco Aerospace & Defense ETF position as of Q4 2017 after selling out during the quarter.
  • National Planning Corporation sold 4,937 Invesco Aerospace & Defense ETF shares in Q4 2017, an estimated $253K.
  • National Planning Corporation first reported a position in Invesco Aerospace & Defense ETF in Q4 2014 and held it in 2 quarters.
  • National Planning Corporation's Invesco Aerospace & Defense ETF position peaked at $253K in Q3 2017.
  • 112 funds tracked by Wall St. Rank held Invesco Aerospace & Defense ETF as of Q4 2017.

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