National Planning Corporation’s ROBO Global Robotics & Automation Index ETF ROBO Stock Holding History

National Planning Corporation’s Portfolio ROBO Stock Details ROBO Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2017 Q4	–	Sell	-50,177	Closed	-$1.94M	–	490
2017 Q3	$1.94M	Buy	50,177 +2,784	+6%	+$101K	0.16%	145
2017 Q2	$1.62M	Buy	47,393 +17,329	+58%	+$585K	0.12%	183
2017 Q1	$959K	Buy	30,064 +4,040	+16%	+$125K	0.07%	246
2016 Q4	$800K	Buy	+26,024	New	+$733K	0.06%	274

Other funds holding ROBO

CSIA

Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

UCFA

United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

National Planning Corporation's ROBO Position: Q4 2017 in Review

National Planning Corporation sold out of ROBO Global Robotics & Automation Index ETF (ROBO) in Q4 2017, closing a stake of 50,177 shares — an estimated $1.94M sold.

National Planning Corporation first reported a position in ROBO in Q4 2016 and held it in 4 quarters. The position peaked at $1.94M in Q3 2017. 158 funds tracked by Wall St. Rank hold ROBO as of Q4 2017.

National Planning Corporation reported no remaining ROBO Global Robotics & Automation Index ETF position as of Q4 2017 after selling out during the quarter.
National Planning Corporation sold 50,177 ROBO Global Robotics & Automation Index ETF shares in Q4 2017, an estimated $1.94M.
National Planning Corporation first reported a position in ROBO Global Robotics & Automation Index ETF in Q4 2016 and held it in 4 quarters.
National Planning Corporation's ROBO Global Robotics & Automation Index ETF position peaked at $1.94M in Q3 2017.
158 funds tracked by Wall St. Rank held ROBO Global Robotics & Automation Index ETF as of Q4 2017.

Based on National Planning Corporation's 13F filing for Q4 2017, filed 14 Feb 2018.