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National Planning Corporation’s York Water YORW Stock Holding History

National Planning Corporation’s Portfolio YORW Stock Details YORW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q1 		– Sell
-2,450
Closed -$56.3K – 2085
2014
Q4 		$56.3K Buy
+2,450
New +$52.3K ﹤0.01% 1206

Other funds holding YORW

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
WA
WFG Advisors Dallas, Texas $442M AUM 12.46% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
GF
Gabelli Funds Rye, New York $14.8B AUM 32.24% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

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

National Planning Corporation sold out of York Water (YORW) in Q1 2015, closing a stake of 2,450 shares — an estimated $56.3K sold.

National Planning Corporation first reported a position in YORW in Q4 2014 and held it in 1 quarter. The position peaked at $56.3K in Q4 2014. 78 funds tracked by Wall St. Rank hold YORW as of Q1 2015.

  • National Planning Corporation reported no remaining York Water position as of Q1 2015 after selling out during the quarter.
  • National Planning Corporation sold 2,450 York Water shares in Q1 2015, an estimated $56.3K.
  • National Planning Corporation first reported a position in York Water in Q4 2014 and held it in 1 quarter.
  • National Planning Corporation's York Water position peaked at $56.3K in Q4 2014.
  • 78 funds tracked by Wall St. Rank held York Water as of Q1 2015.

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