National Planning Corporation’s PIMCO Broad US TIPS Index Exchange-Traded Fund TIPZ Stock Holding History

National Planning Corporation’s Portfolio TIPZ Stock Details TIPZ Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2015 Q1	–	Sell	-778	Closed	-$44.6K	–	1928
2014 Q4	$44.6K	Buy	+778	New	+$44.5K	﹤0.01%	1308
2014 Q3	–	Sell	-11,796	Closed	-$686K	–	785
2014 Q2	$686K	Sell	11,796 -1,721	-13%	-$98.8K	0.05%	325
2014 Q1	$756K	Buy	+13,517	New	+$759K	0.07%	285

Other funds holding TIPZ

Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

AIM

Allen Investment Management New York $8.09B AUM 16.78% 1-Year Est. Return

EWM

Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

LTFS

Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return

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

National Planning Corporation sold out of PIMCO Broad US TIPS Index Exchange-Traded Fund (TIPZ) in Q1 2015, closing a stake of 778 shares — an estimated $44.6K sold.

National Planning Corporation first reported a position in TIPZ in Q1 2014 and held it in 3 quarters. The position peaked at $756K in Q1 2014. 24 funds tracked by Wall St. Rank hold TIPZ as of Q1 2015.

National Planning Corporation reported no remaining PIMCO Broad US TIPS Index Exchange-Traded Fund position as of Q1 2015 after selling out during the quarter.
National Planning Corporation sold 778 PIMCO Broad US TIPS Index Exchange-Traded Fund shares in Q1 2015, an estimated $44.6K.
National Planning Corporation first reported a position in PIMCO Broad US TIPS Index Exchange-Traded Fund in Q1 2014 and held it in 3 quarters.
National Planning Corporation's PIMCO Broad US TIPS Index Exchange-Traded Fund position peaked at $756K in Q1 2014.
24 funds tracked by Wall St. Rank held PIMCO Broad US TIPS Index Exchange-Traded Fund as of Q1 2015.

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