SPC
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Sigma Planning Corp’s Ametek AME Stock Holding History

Sigma Planning Corp’s Portfolio AME Stock Details AME Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q3 		– Sell
-7,565
Closed -$676K – 1063
2020
Q2 		$676K Buy
7,565
+1
+0% +$84 0.03% 495
2020
Q1 		$545K Sell
7,564
-1,209
-14% -$109K 0.03% 466
2019
Q4 		$875K Buy
8,773
+1,223
+16% +$116K 0.04% 439
2019
Q3 		$693K Sell
7,550
-7
-0.1% -$618 0.03% 471
2019
Q2 		$687K Sell
7,557
-124
-2% -$10.6K 0.04% 453
2019
Q1 		$637K Sell
7,681
-200
-3% -$15.2K 0.04% 442
2018
Q4 		$534K Buy
+7,881
New +$565K 0.04% 423

Other funds holding AME

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Mawer Investment Management
Mawer Investment Management Calgary, Alberta, Canada $14.7B AUM 12.5% 1-Year Est. Return

Sigma Planning Corp's AME Position: Q3 2020 in Review

Sigma Planning Corp sold out of Ametek (AME) in Q3 2020, closing a stake of 7,565 shares — an estimated $676K sold.

Sigma Planning Corp first reported a position in AME in Q4 2018 and held it in 7 quarters. The position peaked at $875K in Q4 2019. 642 funds tracked by Wall St. Rank hold AME as of Q3 2020.

  • Sigma Planning Corp reported no remaining Ametek position as of Q3 2020 after selling out during the quarter.
  • Sigma Planning Corp sold 7,565 Ametek shares in Q3 2020, an estimated $676K.
  • Sigma Planning Corp first reported a position in Ametek in Q4 2018 and held it in 7 quarters.
  • Sigma Planning Corp's Ametek position peaked at $875K in Q4 2019.
  • 642 funds tracked by Wall St. Rank held Ametek as of Q3 2020.

Based on Sigma Planning Corp's 13F filing for Q3 2020, filed 3 Nov 2020.