Sigma Planning Corp
HDGE icon

Sigma Planning Corp’s AdvisorShares Active Bear ETF HDGE Stock Holding History

Sigma Planning Corp’s Portfolio HDGE Stock Details HDGE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q4 		– Sell
-1,612
Closed -$155K – 771
2016
Q3 		$155K Sell
1,612
-130
-7% -$12.7K 0.02% 685
2016
Q2 		$185K Buy
1,742
+299
+21% +$31.6K 0.02% 628
2016
Q1 		$154K Buy
+1,443
New +$168K 0.02% 632

Other funds holding HDGE

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $106B AUM 21.33% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
Woodmont Investment Counsel
Woodmont Investment Counsel Nashville, Tennessee $1.88B AUM 19.89% 1-Year Est. Return
National Planning Corporation
National Planning Corporation El Segundo, California $726K AUM 14.28% 1-Year Est. Return

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

Sigma Planning Corp sold out of AdvisorShares Active Bear ETF (HDGE) in Q4 2016, closing a stake of 1,612 shares — an estimated $155K sold.

Sigma Planning Corp first reported a position in HDGE in Q1 2016 and held it in 3 quarters. The position peaked at $185K in Q2 2016. 38 funds tracked by Wall St. Rank hold HDGE as of Q4 2016.

  • Sigma Planning Corp reported no remaining AdvisorShares Active Bear ETF position as of Q4 2016 after selling out during the quarter.
  • Sigma Planning Corp sold 1,612 AdvisorShares Active Bear ETF shares in Q4 2016, an estimated $155K.
  • Sigma Planning Corp first reported a position in AdvisorShares Active Bear ETF in Q1 2016 and held it in 3 quarters.
  • Sigma Planning Corp's AdvisorShares Active Bear ETF position peaked at $185K in Q2 2016.
  • 38 funds tracked by Wall St. Rank held AdvisorShares Active Bear ETF as of Q4 2016.

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