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National Planning Corporation’s United-Guardian UG Stock Holding History

National Planning Corporation’s Portfolio UG Stock Details UG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q1 		– Sell
-100
Closed -$1.89K – 1969
2014
Q4 		$1.89K Buy
+100
New +$2.05K ﹤0.01% 2591

Other funds holding UG

GI
GAMCO Investors Greenwich, Connecticut $10.2B AUM 30.27% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
TA
Teton Advisors Rye, New York $142M AUM 42.07% 1-Year Est. Return
PL
Parthenon LLC Louisville, Kentucky $962M AUM 27.46% 1-Year Est. Return
GF
Gabelli Funds Rye, New York $14.8B AUM 32.24% 1-Year Est. Return
NG
Northstar Group New York $777M AUM 17.64% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
California Public Employees Retirement System
California Public Employees Retirement System Sacramento, California $162B AUM 25.78% 1-Year Est. Return

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

National Planning Corporation sold out of United-Guardian (UG) in Q1 2015, closing a stake of 100 shares — an estimated $1.89K sold.

National Planning Corporation first reported a position in UG in Q4 2014 and held it in 1 quarter. The position peaked at $1.89K in Q4 2014. 30 funds tracked by Wall St. Rank hold UG as of Q1 2015.

  • National Planning Corporation reported no remaining United-Guardian position as of Q1 2015 after selling out during the quarter.
  • National Planning Corporation sold 100 United-Guardian shares in Q1 2015, an estimated $1.89K.
  • National Planning Corporation first reported a position in United-Guardian in Q4 2014 and held it in 1 quarter.
  • National Planning Corporation's United-Guardian position peaked at $1.89K in Q4 2014.
  • 30 funds tracked by Wall St. Rank held United-Guardian as of Q1 2015.

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