Sigma Planning Corp’s Global X JPMorgan Efficiente Index ETF EFFE Stock Holding History

Sigma Planning Corp’s Portfolio EFFE Stock Details EFFE Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q2	–	Sell	-34,104	Closed	-$859K	–	1066
2019 Q1	$859K	Buy	34,104 +4,042	+13%	+$100K	0.05%	355
2018 Q4	$739K	Buy	30,062 +5,313	+21%	+$135K	0.05%	320
2018 Q3	$661K	Buy	24,749 +10,869	+78%	+$291K	0.04%	395
2018 Q2	$367K	Buy	+13,880	New	+$367K	0.02%	558

Other funds holding EFFE

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Trek Financial Scottsdale, Arizona $1.88B AUM 41.21% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

WAP

Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Sigma Planning Corp's EFFE Position: Q2 2019 in Review

Sigma Planning Corp sold out of Global X JPMorgan Efficiente Index ETF (EFFE) in Q2 2019, closing a stake of 34,104 shares — an estimated $859K sold.

Sigma Planning Corp first reported a position in EFFE in Q2 2018 and held it in 4 quarters. The position peaked at $859K in Q1 2019. 8 funds tracked by Wall St. Rank hold EFFE as of Q2 2019.

Sigma Planning Corp reported no remaining Global X JPMorgan Efficiente Index ETF position as of Q2 2019 after selling out during the quarter.
Sigma Planning Corp sold 34,104 Global X JPMorgan Efficiente Index ETF shares in Q2 2019, an estimated $859K.
Sigma Planning Corp first reported a position in Global X JPMorgan Efficiente Index ETF in Q2 2018 and held it in 4 quarters.
Sigma Planning Corp's Global X JPMorgan Efficiente Index ETF position peaked at $859K in Q1 2019.
8 funds tracked by Wall St. Rank held Global X JPMorgan Efficiente Index ETF as of Q2 2019.

Based on Sigma Planning Corp's 13F filing for Q2 2019, filed 1 Aug 2019.