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National Planning Corporation’s iShares ESG Optimized MSCI USA ETF SUSA Stock Holding History

National Planning Corporation’s Portfolio SUSA Stock Details SUSA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q1 		– Sell
-456
Closed -$19.3K – 1886
2014
Q4 		$19.3K Buy
+456
New +$19.1K ﹤0.01% 1742

Other funds holding SUSA

PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 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
SB
Suntrust Banks Atlanta, Georgia $19.2B AUM 0.83% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
JMPWA
JP Morgan Private Wealth Advisors San Francisco, California $35B AUM 24.26% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

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

National Planning Corporation sold out of iShares ESG Optimized MSCI USA ETF (SUSA) in Q1 2015, closing a stake of 456 shares — an estimated $19.3K sold.

National Planning Corporation first reported a position in SUSA in Q4 2014 and held it in 1 quarter. The position peaked at $19.3K in Q4 2014. 88 funds tracked by Wall St. Rank hold SUSA as of Q1 2015.

  • National Planning Corporation reported no remaining iShares ESG Optimized MSCI USA ETF position as of Q1 2015 after selling out during the quarter.
  • National Planning Corporation sold 456 iShares ESG Optimized MSCI USA ETF shares in Q1 2015, an estimated $19.3K.
  • National Planning Corporation first reported a position in iShares ESG Optimized MSCI USA ETF in Q4 2014 and held it in 1 quarter.
  • National Planning Corporation's iShares ESG Optimized MSCI USA ETF position peaked at $19.3K in Q4 2014.
  • 88 funds tracked by Wall St. Rank held iShares ESG Optimized MSCI USA ETF as of Q1 2015.

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