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National Planning Corporation’s Invesco Active US Real Estate Fund PSR Stock Holding History

National Planning Corporation’s Portfolio PSR Stock Details PSR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q1 		– Sell
-1,810
Closed -$137K – 1696
2014
Q4 		$137K Buy
+1,810
New +$127K 0.01% 801

Other funds holding PSR

Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 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 $94.2B AUM 21.24% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LTFS
Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return
LWA
Lenox Wealth Advisors New York $798M AUM 5.74% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
MFS
MSI Financial Services Springfield, Massachusetts $3.07B AUM 10.22% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

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

National Planning Corporation sold out of Invesco Active US Real Estate Fund (PSR) in Q1 2015, closing a stake of 1,810 shares — an estimated $137K sold.

National Planning Corporation first reported a position in PSR in Q4 2014 and held it in 1 quarter. The position peaked at $137K in Q4 2014. 16 funds tracked by Wall St. Rank hold PSR as of Q1 2015.

  • National Planning Corporation reported no remaining Invesco Active US Real Estate Fund position as of Q1 2015 after selling out during the quarter.
  • National Planning Corporation sold 1,810 Invesco Active US Real Estate Fund shares in Q1 2015, an estimated $137K.
  • National Planning Corporation first reported a position in Invesco Active US Real Estate Fund in Q4 2014 and held it in 1 quarter.
  • National Planning Corporation's Invesco Active US Real Estate Fund position peaked at $137K in Q4 2014.
  • 16 funds tracked by Wall St. Rank held Invesco Active US Real Estate Fund as of Q1 2015.

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