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National Planning Corporation’s Vanguard Consumer Discretionary ETF VCR Stock Holding History

National Planning Corporation’s Portfolio VCR Stock Details VCR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q4 		– Sell
-34,168
Closed -$4.9M – 577
2017
Q3 		$4.9M Sell
34,168
-7,493
-18% -$1.07M 0.41% 48
2017
Q2 		$5.9M Sell
41,661
-17,512
-30% -$2.47M 0.45% 45
2017
Q1 		$8.14M Sell
59,173
-407
-0.7% -$54.9K 0.62% 35
2016
Q4 		$7.93M Buy
59,580
+10,622
+22% +$1.35M 0.62% 36
2016
Q3 		$6.02M Sell
48,958
-4,737
-9% -$599K 0.48% 44
2016
Q2 		$6.77M Buy
53,695
+5,498
+11% +$677K 0.52% 42
2016
Q1 		$5.96M Buy
48,197
+7,810
+19% +$909K 0.52% 38
2015
Q4 		$4.42M Buy
40,387
+9,814
+32% +$1.22M 0.36% 59
2015
Q3 		$3.9M Buy
30,573
+1,643
+6% +$203K 0.36% 62
2015
Q2 		$3.64M Buy
28,930
+322
+1% +$39.9K 0.33% 66
2015
Q1 		$3.5M Buy
28,608
+1,708
+6% +$203K 0.31% 71
2014
Q4 		$3.08M Buy
26,900
+3,460
+15% +$387K 0.22% 86
2014
Q3 		$2.56M Buy
23,440
+102
+0.4% +$11.2K 0.19% 98
2014
Q2 		$2.55M Buy
23,338
+7
+0% +$739 0.2% 97
2014
Q1 		$2.52M Buy
23,331
+4,179
+22% +$442K 0.22% 90
2013
Q4 		$2.07M Buy
19,152
+1,391
+8% +$144K 0.18% 120
2013
Q3 		$1.77M Buy
17,761
+3,043
+21% +$292K 0.17% 134
2013
Q2 		$1.34M Buy
+14,718
New +$1.31M 0.17% 136

Other funds holding VCR

BCMIO
Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.78B AUM 14.7% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $34.1B AUM 29.2% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
JMPWA
JP Morgan Private Wealth Advisors San Francisco, California $35B AUM 24.26% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

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

National Planning Corporation sold out of Vanguard Consumer Discretionary ETF (VCR) in Q4 2017, closing a stake of 34,168 shares — an estimated $4.9M sold.

National Planning Corporation first reported a position in VCR in Q2 2013 and held it in 18 quarters. The position peaked at $8.14M in Q1 2017. 214 funds tracked by Wall St. Rank hold VCR as of Q4 2017.

  • National Planning Corporation reported no remaining Vanguard Consumer Discretionary ETF position as of Q4 2017 after selling out during the quarter.
  • National Planning Corporation sold 34,168 Vanguard Consumer Discretionary ETF shares in Q4 2017, an estimated $4.9M.
  • National Planning Corporation first reported a position in Vanguard Consumer Discretionary ETF in Q2 2013 and held it in 18 quarters.
  • National Planning Corporation's Vanguard Consumer Discretionary ETF position peaked at $8.14M in Q1 2017.
  • 214 funds tracked by Wall St. Rank held Vanguard Consumer Discretionary ETF as of Q4 2017.

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