SPC
FM

Sigma Planning Corp’s iShares Frontier and Select EM ETF FM Stock Holding History

Sigma Planning Corp’s Portfolio FM Stock Details FM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q1 		– Sell
-7,799
Closed -$240K – 813
2014
Q4 		$240K Buy
+7,799
New +$271K 0.03% 584

Other funds holding FM

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
CWM
Cabot Wealth Management Salem, Massachusetts $982M AUM 21.85% 1-Year Est. Return
NYLIM
New York Life Investment Management New York $14.3B AUM 34.42% 1-Year Est. Return
SCM
Stonehearth Capital Management Danvers, Massachusetts $293M AUM 32.48% 1-Year Est. Return
BWA
Burt Wealth Advisors North Bethesda, Maryland $407M AUM 11.98% 1-Year Est. Return
BJ
Brouwer & Janachowski Mill Valley, California $574M AUM 24.29% 1-Year Est. Return

Sigma Planning Corp's FM Position: Q1 2015 in Review

Sigma Planning Corp sold out of iShares Frontier and Select EM ETF (FM) in Q1 2015, closing a stake of 7,799 shares — an estimated $240K sold.

Sigma Planning Corp first reported a position in FM in Q4 2014 and held it in 1 quarter. The position peaked at $240K in Q4 2014. 90 funds tracked by Wall St. Rank hold FM as of Q1 2015.

  • Sigma Planning Corp reported no remaining iShares Frontier and Select EM ETF position as of Q1 2015 after selling out during the quarter.
  • Sigma Planning Corp sold 7,799 iShares Frontier and Select EM ETF shares in Q1 2015, an estimated $240K.
  • Sigma Planning Corp first reported a position in iShares Frontier and Select EM ETF in Q4 2014 and held it in 1 quarter.
  • Sigma Planning Corp's iShares Frontier and Select EM ETF position peaked at $240K in Q4 2014.
  • 90 funds tracked by Wall St. Rank held iShares Frontier and Select EM ETF as of Q1 2015.

Based on Sigma Planning Corp's 13F filing for Q1 2015, filed 23 Apr 2015.