NPC
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National Planning Corporation’s iShares Short-Term National Muni Bond ETF SUB Stock Holding History

National Planning Corporation’s Portfolio SUB Stock Details SUB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q1 		– Sell
-15,525
Closed -$1.63M – 724
2016
Q4 		$1.63M Buy
+15,525
New +$1.64M 0.13% 168

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Morgan Stanley
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Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return
KIM
Karpus Investment Management Pittsford, New York $3.48B AUM 10.49% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

National Planning Corporation's SUB Position: Q1 2017 in Review

National Planning Corporation sold out of iShares Short-Term National Muni Bond ETF (SUB) in Q1 2017, closing a stake of 15,525 shares — an estimated $1.63M sold.

National Planning Corporation first reported a position in SUB in Q4 2016 and held it in 1 quarter. The position peaked at $1.63M in Q4 2016. 178 funds tracked by Wall St. Rank hold SUB as of Q1 2017.

  • National Planning Corporation reported no remaining iShares Short-Term National Muni Bond ETF position as of Q1 2017 after selling out during the quarter.
  • National Planning Corporation sold 15,525 iShares Short-Term National Muni Bond ETF shares in Q1 2017, an estimated $1.63M.
  • National Planning Corporation first reported a position in iShares Short-Term National Muni Bond ETF in Q4 2016 and held it in 1 quarter.
  • National Planning Corporation's iShares Short-Term National Muni Bond ETF position peaked at $1.63M in Q4 2016.
  • 178 funds tracked by Wall St. Rank held iShares Short-Term National Muni Bond ETF as of Q1 2017.

Based on National Planning Corporation's 13F filing for Q1 2017, filed 15 May 2017.