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National Planning Corporation’s Invesco S&P MidCap 400 Revenue ETF RWK Stock Holding History

National Planning Corporation’s Portfolio RWK Stock Details RWK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q1 		– Sell
-170
Closed -$8K – 1774
2014
Q4 		$8K Buy
+170
New +$7.91K ﹤0.01% 2132

Other funds holding RWK

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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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
MIH
Madison Investment Holdings Madison, Wisconsin $6.16B AUM 11.67% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
BCMO
Buckingham Capital Management (Ohio) Dayton, Ohio $872M AUM 18.49% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
BBA
BLB&B Advisors Montgomeryville, Pennsylvania $2.42B AUM 22.12% 1-Year Est. Return

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

National Planning Corporation sold out of Invesco S&P MidCap 400 Revenue ETF (RWK) in Q1 2015, closing a stake of 170 shares — an estimated $8K sold.

National Planning Corporation first reported a position in RWK in Q4 2014 and held it in 1 quarter. The position peaked at $8K in Q4 2014. 32 funds tracked by Wall St. Rank hold RWK as of Q1 2015.

  • National Planning Corporation reported no remaining Invesco S&P MidCap 400 Revenue ETF position as of Q1 2015 after selling out during the quarter.
  • National Planning Corporation sold 170 Invesco S&P MidCap 400 Revenue ETF shares in Q1 2015, an estimated $8K.
  • National Planning Corporation first reported a position in Invesco S&P MidCap 400 Revenue ETF in Q4 2014 and held it in 1 quarter.
  • National Planning Corporation's Invesco S&P MidCap 400 Revenue ETF position peaked at $8K in Q4 2014.
  • 32 funds tracked by Wall St. Rank held Invesco S&P MidCap 400 Revenue ETF as of Q1 2015.

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