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National Planning Corporation’s Invesco Dorsey Wright Energy Momentum ETF PXI Stock Holding History

National Planning Corporation’s Portfolio PXI Stock Details PXI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q1 		– Sell
-880
Closed -$37.2K – 1707
2014
Q4 		$37.2K Buy
+880
New +$43.2K ﹤0.01% 1418

Other funds holding PXI

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
HF
Hoxton Financial Shepherdstown, West Virginia $194M AUM 6.21% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
MCWS
McKinley Carter Wealth Services Wheeling, West Virginia $1.73B AUM 17.28% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
ONB
Old National Bancorp Evansville, Indiana $5.02B AUM 25.65% 1-Year Est. Return

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

National Planning Corporation sold out of Invesco Dorsey Wright Energy Momentum ETF (PXI) in Q1 2015, closing a stake of 880 shares — an estimated $37.2K sold.

National Planning Corporation first reported a position in PXI in Q4 2014 and held it in 1 quarter. The position peaked at $37.2K in Q4 2014. 38 funds tracked by Wall St. Rank hold PXI as of Q1 2015.

  • National Planning Corporation reported no remaining Invesco Dorsey Wright Energy Momentum ETF position as of Q1 2015 after selling out during the quarter.
  • National Planning Corporation sold 880 Invesco Dorsey Wright Energy Momentum ETF shares in Q1 2015, an estimated $37.2K.
  • National Planning Corporation first reported a position in Invesco Dorsey Wright Energy Momentum ETF in Q4 2014 and held it in 1 quarter.
  • National Planning Corporation's Invesco Dorsey Wright Energy Momentum ETF position peaked at $37.2K in Q4 2014.
  • 38 funds tracked by Wall St. Rank held Invesco Dorsey Wright Energy Momentum ETF as of Q1 2015.

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