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Sigma Planning Corp’s VanEck BDC Income ETF BIZD Stock Holding History

Sigma Planning Corp’s Portfolio BIZD Stock Details BIZD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q4 		– Sell
-14,192
Closed -$242K – 862
2018
Q3 		$242K Sell
14,192
-806
-5% -$13.8K 0.01% 804
2018
Q2 		$250K Buy
14,998
+32
+0.2% +$526 0.02% 728
2018
Q1 		$243K Sell
14,966
-44
-0.3% -$716 0.02% 694
2017
Q4 		$249K Sell
15,010
-1,156
-7% -$19.8K 0.02% 682
2017
Q3 		$289K Sell
16,166
-908
-5% -$16.1K 0.02% 627
2017
Q2 		$313K Buy
17,074
+748
+5% +$13.8K 0.03% 560
2017
Q1 		$315K Buy
16,326
+1,293
+9% +$24.2K 0.03% 560
2016
Q4 		$271K Sell
15,033
-4,899
-25% -$86.3K 0.03% 556
2016
Q3 		$355K Buy
19,932
+4,008
+25% +$69.7K 0.04% 456
2016
Q2 		$265K Sell
15,924
-530
-3% -$8.64K 0.03% 519
2016
Q1 		$271K Sell
16,454
-1,851
-10% -$28K 0.04% 482
2015
Q4 		$289K Buy
18,305
+2,739
+18% +$44.8K 0.04% 467
2015
Q3 		$245K Buy
15,566
+835
+6% +$14.2K 0.04% 495
2015
Q2 		$264K Buy
14,731
+1,205
+9% +$22K 0.04% 527
2015
Q1 		$253K Buy
+13,526
New +$247K 0.03% 590

Other funds holding BIZD

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
FAM
Flaharty Asset Management Clearwater, Florida $69.9M AUM 13.96% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
TCM
Tradition Capital Management Summit, New Jersey $369M AUM 6.72% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
CAN
Cetera Advisor Networks El Segundo, California $20.2B AUM 22.31% 1-Year Est. Return

Sigma Planning Corp's BIZD Position: Q4 2018 in Review

Sigma Planning Corp sold out of VanEck BDC Income ETF (BIZD) in Q4 2018, closing a stake of 14,192 shares — an estimated $242K sold.

Sigma Planning Corp first reported a position in BIZD in Q1 2015 and held it in 15 quarters. The position peaked at $355K in Q3 2016. 57 funds tracked by Wall St. Rank hold BIZD as of Q4 2018.

  • Sigma Planning Corp reported no remaining VanEck BDC Income ETF position as of Q4 2018 after selling out during the quarter.
  • Sigma Planning Corp sold 14,192 VanEck BDC Income ETF shares in Q4 2018, an estimated $242K.
  • Sigma Planning Corp first reported a position in VanEck BDC Income ETF in Q1 2015 and held it in 15 quarters.
  • Sigma Planning Corp's VanEck BDC Income ETF position peaked at $355K in Q3 2016.
  • 57 funds tracked by Wall St. Rank held VanEck BDC Income ETF as of Q4 2018.

Based on Sigma Planning Corp's 13F filing for Q4 2018, filed 31 Jan 2019.