NPC
PUW

National Planning Corporation’s Invesco WilderHill Progressive Energy ETF PUW Stock Holding History

National Planning Corporation’s Portfolio PUW Stock Details PUW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q1 		– Sell
-3,907
Closed -$98.5K – 2360
2014
Q4 		$98.5K Buy
+3,907
New +$107K 0.01% 935

Other funds holding PUW

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Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
MFS
Madrona Financial Services Everett, Washington $543M AUM 30.87% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

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

National Planning Corporation sold out of Invesco WilderHill Progressive Energy ETF (PUW) in Q1 2015, closing a stake of 3,907 shares — an estimated $98.5K sold.

National Planning Corporation first reported a position in PUW in Q4 2014 and held it in 1 quarter. The position peaked at $98.5K in Q4 2014. 22 funds tracked by Wall St. Rank hold PUW as of Q1 2015.

  • National Planning Corporation reported no remaining Invesco WilderHill Progressive Energy ETF position as of Q1 2015 after selling out during the quarter.
  • National Planning Corporation sold 3,907 Invesco WilderHill Progressive Energy ETF shares in Q1 2015, an estimated $98.5K.
  • National Planning Corporation first reported a position in Invesco WilderHill Progressive Energy ETF in Q4 2014 and held it in 1 quarter.
  • National Planning Corporation's Invesco WilderHill Progressive Energy ETF position peaked at $98.5K in Q4 2014.
  • 22 funds tracked by Wall St. Rank held Invesco WilderHill Progressive Energy ETF as of Q1 2015.

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