SPC
BWG

Sigma Planning Corp’s BrandywineGLOBAL Global Income Opportunities Fund BWG Stock Holding History

Sigma Planning Corp’s Portfolio BWG Stock Details BWG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q4 		– Sell
-38,270
Closed -$440K – 1209
2020
Q3 		$440K Buy
+38,270
New +$471K 0.02% 650

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AAM
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Sigma Planning Corp's BWG Position: Q4 2020 in Review

Sigma Planning Corp sold out of BrandywineGLOBAL Global Income Opportunities Fund (BWG) in Q4 2020, closing a stake of 38,270 shares — an estimated $440K sold.

Sigma Planning Corp first reported a position in BWG in Q3 2020 and held it in 1 quarter. The position peaked at $440K in Q3 2020. 45 funds tracked by Wall St. Rank hold BWG as of Q4 2020.

  • Sigma Planning Corp reported no remaining BrandywineGLOBAL Global Income Opportunities Fund position as of Q4 2020 after selling out during the quarter.
  • Sigma Planning Corp sold 38,270 BrandywineGLOBAL Global Income Opportunities Fund shares in Q4 2020, an estimated $440K.
  • Sigma Planning Corp first reported a position in BrandywineGLOBAL Global Income Opportunities Fund in Q3 2020 and held it in 1 quarter.
  • Sigma Planning Corp's BrandywineGLOBAL Global Income Opportunities Fund position peaked at $440K in Q3 2020.
  • 45 funds tracked by Wall St. Rank held BrandywineGLOBAL Global Income Opportunities Fund as of Q4 2020.

Based on Sigma Planning Corp's 13F filing for Q4 2020, filed 9 Feb 2021.