SPC
FPT

Sigma Planning Corp’s Federated Premier Intermediate M FPT Stock Holding History

Sigma Planning Corp’s Portfolio FPT Stock Details FPT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q4 		– Sell
-19,045
Closed -$269K – 830
2016
Q3 		$269K Buy
19,045
+79
+0.4% +$1.13K 0.03% 552
2016
Q2 		$278K Buy
18,966
+82
+0.4% +$1.16K 0.04% 503
2016
Q1 		$261K Buy
+18,884
New +$257K 0.04% 503

Other funds holding FPT

KIM
Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return
Fiera Capital (Canada)
Fiera Capital (Canada) Montreal, Quebec, Canada $29.2B AUM 20.16% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
HK
Horizon Kinetics New York $3.06B AUM 5.37% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Sigma Planning Corp's FPT Position: Q4 2016 in Review

Sigma Planning Corp sold out of Federated Premier Intermediate M (FPT) in Q4 2016, closing a stake of 19,045 shares — an estimated $269K sold.

Sigma Planning Corp first reported a position in FPT in Q1 2016 and held it in 3 quarters. The position peaked at $278K in Q2 2016. 25 funds tracked by Wall St. Rank hold FPT as of Q4 2016.

  • Sigma Planning Corp reported no remaining Federated Premier Intermediate M position as of Q4 2016 after selling out during the quarter.
  • Sigma Planning Corp sold 19,045 Federated Premier Intermediate M shares in Q4 2016, an estimated $269K.
  • Sigma Planning Corp first reported a position in Federated Premier Intermediate M in Q1 2016 and held it in 3 quarters.
  • Sigma Planning Corp's Federated Premier Intermediate M position peaked at $278K in Q2 2016.
  • 25 funds tracked by Wall St. Rank held Federated Premier Intermediate M as of Q4 2016.

Based on Sigma Planning Corp's 13F filing for Q4 2016, filed 23 Jan 2017.