NPC
TAO

National Planning Corporation’s Invesco China Real Estate ETF TAO Stock Holding History

National Planning Corporation’s Portfolio TAO Stock Details TAO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q1 		– Sell
-100
Closed -$2.14K – 2418
2014
Q4 		$2.14K Buy
+100
New +$2.12K ﹤0.01% 2573

Other funds holding TAO

Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
OMC
Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
WRM
Westport Resources Management Westport, Connecticut $138M AUM 14.6% 1-Year Est. Return
BCM
Blume Capital Management Berkeley, California $684M AUM 41.68% 1-Year Est. Return
MFS
MSI Financial Services Springfield, Massachusetts $3.07B AUM 12.48% 1-Year Est. Return

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

National Planning Corporation sold out of Invesco China Real Estate ETF (TAO) in Q1 2015, closing a stake of 100 shares — an estimated $2.14K sold.

National Planning Corporation first reported a position in TAO in Q4 2014 and held it in 1 quarter. The position peaked at $2.14K in Q4 2014. 15 funds tracked by Wall St. Rank hold TAO as of Q1 2015.

  • National Planning Corporation reported no remaining Invesco China Real Estate ETF position as of Q1 2015 after selling out during the quarter.
  • National Planning Corporation sold 100 Invesco China Real Estate ETF shares in Q1 2015, an estimated $2.14K.
  • National Planning Corporation first reported a position in Invesco China Real Estate ETF in Q4 2014 and held it in 1 quarter.
  • National Planning Corporation's Invesco China Real Estate ETF position peaked at $2.14K in Q4 2014.
  • 15 funds tracked by Wall St. Rank held Invesco China Real Estate ETF as of Q1 2015.

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