NPC
QLTB

National Planning Corporation’s ISHARES BAA BA RATED CORP BOND FUND QLTB Stock Holding History

National Planning Corporation’s Portfolio QLTB Stock Details QLTB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q1 		– Sell
-240
Closed -$12.7K – 2540
2014
Q4 		$12.7K Buy
+240
New +$12.7K ﹤0.01% 1928

Other funds holding QLTB

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
SMM
Stadion Money Management Watkinsville, Georgia $994M AUM 15.96% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
FIM
Freedom Investment Management Hartford, Connecticut $337M AUM 22.95% 1-Year Est. Return
NC
NewSquare Capital Newtown Square, Pennsylvania $1.15B AUM 24.78% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
AIG
American International Group New York $609M AUM 23.67% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

National Planning Corporation sold out of ISHARES BAA BA RATED CORP BOND FUND (QLTB) in Q1 2015, closing a stake of 240 shares — an estimated $12.7K sold.

National Planning Corporation first reported a position in QLTB in Q4 2014 and held it in 1 quarter. The position peaked at $12.7K in Q4 2014. 26 funds tracked by Wall St. Rank hold QLTB as of Q1 2015.

  • National Planning Corporation reported no remaining ISHARES BAA BA RATED CORP BOND FUND position as of Q1 2015 after selling out during the quarter.
  • National Planning Corporation sold 240 ISHARES BAA BA RATED CORP BOND FUND shares in Q1 2015, an estimated $12.7K.
  • National Planning Corporation first reported a position in ISHARES BAA BA RATED CORP BOND FUND in Q4 2014 and held it in 1 quarter.
  • National Planning Corporation's ISHARES BAA BA RATED CORP BOND FUND position peaked at $12.7K in Q4 2014.
  • 26 funds tracked by Wall St. Rank held ISHARES BAA BA RATED CORP BOND FUND as of Q1 2015.

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