National Planning Corporation’s iShares MSCI USA Min Vol Factor ETF USMV Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2018 Q1	–	Sell	-47	Closed	-$2.49K	–	39
2017 Q4	$2.49K	Sell	47 -253,922	-100%	-$13.2M	0.34%	41
2017 Q3	$12.8M	Sell	253,969 -3,083	-1%	-$154K	1.07%	22
2017 Q2	$12.6M	Buy	257,052 +40,909	+19%	+$1.99M	0.96%	20
2017 Q1	$10.3M	Buy	216,143 +11,124	+5%	+$521K	0.78%	25
2016 Q4	$9.38M	Buy	205,019 +45,609	+29%	+$2.04M	0.73%	28
2016 Q3	$7.05M	Buy	159,410 +1,527	+1%	+$70.7K	0.56%	35
2016 Q2	$7.38M	Buy	157,883 +27,688	+21%	+$1.23M	0.57%	34
2016 Q1	$5.76M	Buy	130,195 +20,724	+19%	+$862K	0.5%	41
2015 Q4	$4.43M	Buy	+109,471	New	+$4.56M	0.36%	58
2015 Q1	–	Sell	-2,471	Closed	-$100K	–	1983
2014 Q4	$100K	Buy	+2,471	New	+$97.3K	0.01%	924
2014 Q3	–	Sell	-137,503	Closed	-$5.12M	–	789
2014 Q2	$5.12M	Sell	137,503 -2,214	-2%	-$81K	0.4%	51
2014 Q1	$5.05M	Sell	139,717 -5,723	-4%	-$202K	0.44%	51
2013 Q4	$5.16M	Sell	145,440 -1,236	-0.8%	-$42.9K	0.46%	50
2013 Q3	$4.91M	Sell	146,676 -5,299	-3%	-$177K	0.48%	50
2013 Q2	$4.94M	Buy	+151,975	New	+$5.05M	0.61%	40

Other funds holding USMV

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

NLI

Nippon Life Insurance Tokyo, Japan $6.04B AUM 4.21% 1-Year Est. Return

EMPI

Elo Mutual Pension Insurance Espoo, Finland $6.06B AUM 24.33% 1-Year Est. Return

National Planning Corporation's USMV Position: Q1 2018 in Review

National Planning Corporation sold out of iShares MSCI USA Min Vol Factor ETF (USMV) in Q1 2018, closing a stake of 47 shares — an estimated $2.49K sold.

National Planning Corporation first reported a position in USMV in Q2 2013 and held it in 15 quarters. The position peaked at $12.8M in Q3 2017. 468 funds tracked by Wall St. Rank hold USMV as of Q1 2018.

National Planning Corporation reported no remaining iShares MSCI USA Min Vol Factor ETF position as of Q1 2018 after selling out during the quarter.
National Planning Corporation sold 47 iShares MSCI USA Min Vol Factor ETF shares in Q1 2018, an estimated $2.49K.
National Planning Corporation first reported a position in iShares MSCI USA Min Vol Factor ETF in Q2 2013 and held it in 15 quarters.
National Planning Corporation's iShares MSCI USA Min Vol Factor ETF position peaked at $12.8M in Q3 2017.
468 funds tracked by Wall St. Rank held iShares MSCI USA Min Vol Factor ETF as of Q1 2018.

Based on National Planning Corporation's 13F filing for Q1 2018.