NPC
PWY

National Planning Corporation’s POWERSHARES DYNAMIC SMALL CAP VALUE PORTFOLIO PWY Stock Holding History

National Planning Corporation’s Portfolio PWY Stock Details PWY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q1 		– Sell
-460
Closed -$11.5K – 2813
2014
Q4 		$11.5K Buy
+460
New +$11.5K ﹤0.01% 1969

Other funds holding PWY

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
TAIM
TD Ameritrade Investment Management Omaha, Nebraska $9.4B AUM 7.2% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
CCM
Condor Capital Management Martinsville, New Jersey $1.2B AUM 13.18% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
BCMIO
Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.78B AUM 14.7% 1-Year Est. Return
TH
Timber Hill Greenwich, Connecticut $15.4M AUM 30.7% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

National Planning Corporation sold out of POWERSHARES DYNAMIC SMALL CAP VALUE PORTFOLIO (PWY) in Q1 2015, closing a stake of 460 shares — an estimated $11.5K sold.

National Planning Corporation first reported a position in PWY in Q4 2014 and held it in 1 quarter. The position peaked at $11.5K in Q4 2014. 26 funds tracked by Wall St. Rank hold PWY as of Q1 2015.

  • National Planning Corporation reported no remaining POWERSHARES DYNAMIC SMALL CAP VALUE PORTFOLIO position as of Q1 2015 after selling out during the quarter.
  • National Planning Corporation sold 460 POWERSHARES DYNAMIC SMALL CAP VALUE PORTFOLIO shares in Q1 2015, an estimated $11.5K.
  • National Planning Corporation first reported a position in POWERSHARES DYNAMIC SMALL CAP VALUE PORTFOLIO in Q4 2014 and held it in 1 quarter.
  • National Planning Corporation's POWERSHARES DYNAMIC SMALL CAP VALUE PORTFOLIO position peaked at $11.5K in Q4 2014.
  • 26 funds tracked by Wall St. Rank held POWERSHARES DYNAMIC SMALL CAP VALUE PORTFOLIO as of Q1 2015.

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