SPC
DSUM

Sigma Planning Corp’s Invesco Chinese Yuan Dim Sum Bond ETF DSUM Stock Holding History

Sigma Planning Corp’s Portfolio DSUM Stock Details DSUM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q4 		– Sell
-10,988
Closed -$256K – 916
2017
Q3 		$256K Buy
+10,988
New +$254K 0.02% 667

Other funds holding DSUM

ECM
Evergreen Capital Management Bellevue, Washington $5.7B AUM 32.06% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
BCM
Bluefin Capital Management New York $156M AUM 18.47% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
OWP
Obermeyer Wealth Partners Aspen, Colorado $2.17B AUM 19.33% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
CCM
Crabel Capital Management Los Angeles, California $10.8M AUM 3.34% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Sigma Planning Corp's DSUM Position: Q4 2017 in Review

Sigma Planning Corp sold out of Invesco Chinese Yuan Dim Sum Bond ETF (DSUM) in Q4 2017, closing a stake of 10,988 shares — an estimated $256K sold.

Sigma Planning Corp first reported a position in DSUM in Q3 2017 and held it in 1 quarter. The position peaked at $256K in Q3 2017. 21 funds tracked by Wall St. Rank hold DSUM as of Q4 2017.

  • Sigma Planning Corp reported no remaining Invesco Chinese Yuan Dim Sum Bond ETF position as of Q4 2017 after selling out during the quarter.
  • Sigma Planning Corp sold 10,988 Invesco Chinese Yuan Dim Sum Bond ETF shares in Q4 2017, an estimated $256K.
  • Sigma Planning Corp first reported a position in Invesco Chinese Yuan Dim Sum Bond ETF in Q3 2017 and held it in 1 quarter.
  • Sigma Planning Corp's Invesco Chinese Yuan Dim Sum Bond ETF position peaked at $256K in Q3 2017.
  • 21 funds tracked by Wall St. Rank held Invesco Chinese Yuan Dim Sum Bond ETF as of Q4 2017.

Based on Sigma Planning Corp's 13F filing for Q4 2017, filed 7 Feb 2018.