SPC
ECF

Sigma Planning Corp’s Ellsworth Growth & Income Fund ECF Stock Holding History

Sigma Planning Corp’s Portfolio ECF Stock Details ECF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q1 		– Sell
-20,490
Closed -$176K – 953
2018
Q4 		$176K Buy
+20,490
New +$185K 0.01% 785

Other funds holding ECF

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AAM
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Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
ACP
Aviance Capital Partners Naples, Florida $854M AUM 25.16% 1-Year Est. Return
9WM
9258 Wealth Management Blue Ash, Ohio $677M AUM 39.46% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Sigma Planning Corp's ECF Position: Q1 2019 in Review

Sigma Planning Corp sold out of Ellsworth Growth & Income Fund (ECF) in Q1 2019, closing a stake of 20,490 shares — an estimated $176K sold.

Sigma Planning Corp first reported a position in ECF in Q4 2018 and held it in 1 quarter. The position peaked at $176K in Q4 2018. 37 funds tracked by Wall St. Rank hold ECF as of Q1 2019.

  • Sigma Planning Corp reported no remaining Ellsworth Growth & Income Fund position as of Q1 2019 after selling out during the quarter.
  • Sigma Planning Corp sold 20,490 Ellsworth Growth & Income Fund shares in Q1 2019, an estimated $176K.
  • Sigma Planning Corp first reported a position in Ellsworth Growth & Income Fund in Q4 2018 and held it in 1 quarter.
  • Sigma Planning Corp's Ellsworth Growth & Income Fund position peaked at $176K in Q4 2018.
  • 37 funds tracked by Wall St. Rank held Ellsworth Growth & Income Fund as of Q1 2019.

Based on Sigma Planning Corp's 13F filing for Q1 2019, filed 1 May 2019.