Sigma Planning Corp’s Credit Suisse X-Links Gold Shares Covered Call ETNs due February 2 2033 GLDI Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q4	–	Sell	-935	Closed	-$184K	–	1228
2020 Q3	$184K	Buy	+935	New	+$188K	0.01%	971
2016 Q4	–	Sell	-660	Closed	-$137K	–	767
2016 Q3	$137K	Sell	660 -118	-15%	-$25K	0.02%	695
2016 Q2	$168K	Buy	+778	New	+$165K	0.02%	637

Other funds holding GLDI

Cavalier Investments Alpharetta, Georgia $3.7B AUM 51.42% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return

APA

American Portfolios Advisors Holbrook, New York $2.36B AUM 14.59% 1-Year Est. Return

FDCDDQ

Federation des caisses Desjardins du Quebec Levis, Quebec, Canada $27.8B AUM 31.66% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return

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

DCM Advisors New York $220M AUM 23.37% 1-Year Est. Return

Tidal Investments Milwaukee, Wisconsin $47.4B AUM 59.58% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Sigma Planning Corp's GLDI Position: Q4 2020 in Review

Sigma Planning Corp sold out of Credit Suisse X-Links Gold Shares Covered Call ETNs due February 2 2033 (GLDI) in Q4 2020, closing a stake of 935 shares — an estimated $184K sold.

Sigma Planning Corp first reported a position in GLDI in Q2 2016 and held it in 3 quarters. The position peaked at $184K in Q3 2020. 23 funds tracked by Wall St. Rank hold GLDI as of Q4 2020.

Sigma Planning Corp reported no remaining Credit Suisse X-Links Gold Shares Covered Call ETNs due February 2 2033 position as of Q4 2020 after selling out during the quarter.
Sigma Planning Corp sold 935 Credit Suisse X-Links Gold Shares Covered Call ETNs due February 2 2033 shares in Q4 2020, an estimated $184K.
Sigma Planning Corp first reported a position in Credit Suisse X-Links Gold Shares Covered Call ETNs due February 2 2033 in Q2 2016 and held it in 3 quarters.
Sigma Planning Corp's Credit Suisse X-Links Gold Shares Covered Call ETNs due February 2 2033 position peaked at $184K in Q3 2020.
23 funds tracked by Wall St. Rank held Credit Suisse X-Links Gold Shares Covered Call ETNs due February 2 2033 as of Q4 2020.

Based on Sigma Planning Corp's 13F filing for Q4 2020, filed 9 Feb 2021.