National Planning Corporation’s State Street SPDR FTSE International Government Inflation-Protected Bond ETF WIP Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2017 Q2	–	Sell	-5,327	Closed	-$292K	–	779
2017 Q1	$292K	Buy	5,327 +370	+7%	+$19.8K	0.02%	524
2016 Q4	$265K	Buy	+4,957	New	+$267K	0.02%	537
2015 Q1	–	Sell	-2,130	Closed	-$119K	–	2050
2014 Q4	$119K	Buy	+2,130	New	+$125K	0.01%	852
2014 Q1	–	Sell	-28,038	Closed	-$1.63M	–	748
2013 Q4	$1.63M	Sell	28,038 -36,286	-56%	-$2.16M	0.15%	155
2013 Q3	$3.83M	Sell	64,324 -76,487	-54%	-$4.46M	0.37%	59
2013 Q2	$8.1M	Buy	+140,811	New	+$8.66M	1%	18

Other funds holding WIP

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

QS Investors New York $8.47B AUM 30.71% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

PAM

Panagora Asset Management Boston, Massachusetts $26.7B AUM 36.4% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

LFWA

LBJ Family Wealth Advisors Austin, Texas $196M AUM 22.12% 1-Year Est. Return

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

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

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

National Planning Corporation's WIP Position: Q2 2017 in Review

National Planning Corporation sold out of State Street SPDR FTSE International Government Inflation-Protected Bond ETF (WIP) in Q2 2017, closing a stake of 5,327 shares — an estimated $292K sold.

National Planning Corporation first reported a position in WIP in Q2 2013 and held it in 6 quarters. The position peaked at $8.1M in Q2 2013. 80 funds tracked by Wall St. Rank hold WIP as of Q2 2017.

National Planning Corporation reported no remaining State Street SPDR FTSE International Government Inflation-Protected Bond ETF position as of Q2 2017 after selling out during the quarter.
National Planning Corporation sold 5,327 State Street SPDR FTSE International Government Inflation-Protected Bond ETF shares in Q2 2017, an estimated $292K.
National Planning Corporation first reported a position in State Street SPDR FTSE International Government Inflation-Protected Bond ETF in Q2 2013 and held it in 6 quarters.
National Planning Corporation's State Street SPDR FTSE International Government Inflation-Protected Bond ETF position peaked at $8.1M in Q2 2013.
80 funds tracked by Wall St. Rank held State Street SPDR FTSE International Government Inflation-Protected Bond ETF as of Q2 2017.

Based on National Planning Corporation's 13F filing for Q2 2017, filed 2 Aug 2017.