NPC
SPIB icon

National Planning Corporation’s State Street SPDR Portfolio Intermediate Term Corporate Bond ETF SPIB Stock Holding History

National Planning Corporation’s Portfolio SPIB Stock Details SPIB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q1 		– Sell
-100
Closed -$3.44K – 1851
2014
Q4 		$3.44K Buy
+100
New +$3.42K ﹤0.01% 2448

Other funds holding SPIB

UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
CC
Curian Capital Denver, Colorado $1.35B AUM 0.33% 1-Year Est. Return
CSIA
Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return
CAG
Crestwood Advisors Group Boston, Massachusetts $5.94B AUM 18.44% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return
SAM
Strategy Asset Managers Pasadena, California $609M AUM 32.56% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return

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

National Planning Corporation sold out of State Street SPDR Portfolio Intermediate Term Corporate Bond ETF (SPIB) in Q1 2015, closing a stake of 100 shares — an estimated $3.44K sold.

National Planning Corporation first reported a position in SPIB in Q4 2014 and held it in 1 quarter. The position peaked at $3.44K in Q4 2014. 57 funds tracked by Wall St. Rank hold SPIB as of Q1 2015.

  • National Planning Corporation reported no remaining State Street SPDR Portfolio Intermediate Term Corporate Bond ETF position as of Q1 2015 after selling out during the quarter.
  • National Planning Corporation sold 100 State Street SPDR Portfolio Intermediate Term Corporate Bond ETF shares in Q1 2015, an estimated $3.44K.
  • National Planning Corporation first reported a position in State Street SPDR Portfolio Intermediate Term Corporate Bond ETF in Q4 2014 and held it in 1 quarter.
  • National Planning Corporation's State Street SPDR Portfolio Intermediate Term Corporate Bond ETF position peaked at $3.44K in Q4 2014.
  • 57 funds tracked by Wall St. Rank held State Street SPDR Portfolio Intermediate Term Corporate Bond ETF as of Q1 2015.

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