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National Planning Corporation’s iShares TIPS Bond ETF TIP Stock Holding History

National Planning Corporation’s Portfolio TIP Stock Details TIP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q4 		– Sell
-24,308
Closed -$2.76M – 551
2017
Q3 		$2.76M Sell
24,308
-2,724
-10% -$310K 0.23% 95
2017
Q2 		$3.05M Buy
27,032
+745
+3% +$85.1K 0.23% 98
2017
Q1 		$3.01M Sell
26,287
-1,320
-5% -$150K 0.23% 96
2016
Q4 		$3.15M Buy
27,607
+4,938
+22% +$564K 0.24% 87
2016
Q3 		$2.63M Buy
22,669
+5,893
+35% +$684K 0.21% 104
2016
Q2 		$1.93M Buy
16,776
+119
+0.7% +$13.7K 0.15% 144
2016
Q1 		$1.91M Sell
16,657
-5,572
-25% -$622K 0.17% 136
2015
Q4 		$2.48M Buy
22,229
+6,995
+46% +$773K 0.2% 112
2015
Q3 		$1.68M Buy
15,234
+130
+0.9% +$14.5K 0.15% 144
2015
Q2 		$1.7M Buy
15,104
+4,073
+37% +$460K 0.15% 143
2015
Q1 		$1.25M Sell
11,031
-14,172
-56% -$1.61M 0.11% 177
2014
Q4 		$2.85M Buy
25,203
+4,992
+25% +$564K 0.2% 91
2014
Q3 		$2.27M Sell
20,211
-1,202
-6% -$137K 0.17% 114
2014
Q2 		$2.47M Buy
21,413
+3,449
+19% +$393K 0.19% 100
2014
Q1 		$2M Buy
17,964
+1,432
+9% +$160K 0.17% 124
2013
Q4 		$1.81M Sell
16,532
-3,559
-18% -$397K 0.16% 141
2013
Q3 		$2.25M Sell
20,091
-9,118
-31% -$1.02M 0.22% 107
2013
Q2 		$3.26M Buy
+29,209
New +$3.46M 0.4% 63

Other funds holding TIP

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
TF
TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
WIM
Windhaven Investment Management Boston, Massachusetts $7.79B AUM 7.81% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

National Planning Corporation's TIP Position: Q4 2017 in Review

National Planning Corporation sold out of iShares TIPS Bond ETF (TIP) in Q4 2017, closing a stake of 24,308 shares — an estimated $2.76M sold.

National Planning Corporation first reported a position in TIP in Q2 2013 and held it in 18 quarters. The position peaked at $3.26M in Q2 2013. 786 funds tracked by Wall St. Rank hold TIP as of Q4 2017.

  • National Planning Corporation reported no remaining iShares TIPS Bond ETF position as of Q4 2017 after selling out during the quarter.
  • National Planning Corporation sold 24,308 iShares TIPS Bond ETF shares in Q4 2017, an estimated $2.76M.
  • National Planning Corporation first reported a position in iShares TIPS Bond ETF in Q2 2013 and held it in 18 quarters.
  • National Planning Corporation's iShares TIPS Bond ETF position peaked at $3.26M in Q2 2013.
  • 786 funds tracked by Wall St. Rank held iShares TIPS Bond ETF as of Q4 2017.

Based on National Planning Corporation's 13F filing for Q4 2017, filed 14 Feb 2018.