National Planning Corporation’s Vanguard Short-Term Treasury ETF VGSH Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2017 Q4	–	Sell	-56,664	Closed	-$3.44M	–	588
2017 Q3	$3.44M	Buy	56,664 +19,449	+52%	+$1.18M	0.29%	79
2017 Q2	$2.26M	Buy	37,215 +25,161	+209%	+$1.53M	0.17%	142
2017 Q1	$732K	Buy	+12,054	New	+$732K	0.06%	296

Other funds holding VGSH

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

Horizon Kinetics New York $3.06B AUM 5.37% 1-Year Est. Return

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

CONA

Capital One National Association New York $756M AUM

Advisornet Financial Minnetonka, Minnesota $2.19B AUM 21.28% 1-Year Est. Return

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

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

RJA

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

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

Wolverine Trading Chicago, Illinois $139B AUM 31.83% 1-Year Est. Return

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

National Planning Corporation sold out of Vanguard Short-Term Treasury ETF (VGSH) in Q4 2017, closing a stake of 56,664 shares — an estimated $3.44M sold.

National Planning Corporation first reported a position in VGSH in Q1 2017 and held it in 3 quarters. The position peaked at $3.44M in Q3 2017. 141 funds tracked by Wall St. Rank hold VGSH as of Q4 2017.

National Planning Corporation reported no remaining Vanguard Short-Term Treasury ETF position as of Q4 2017 after selling out during the quarter.
National Planning Corporation sold 56,664 Vanguard Short-Term Treasury ETF shares in Q4 2017, an estimated $3.44M.
National Planning Corporation first reported a position in Vanguard Short-Term Treasury ETF in Q1 2017 and held it in 3 quarters.
National Planning Corporation's Vanguard Short-Term Treasury ETF position peaked at $3.44M in Q3 2017.
141 funds tracked by Wall St. Rank held Vanguard Short-Term Treasury ETF as of Q4 2017.

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