Sigma Planning Corp’s iShares Europe ETF IEV Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2018 Q3	–	Sell	-5,558	Closed	-$249K	–	975
2018 Q2	$249K	Buy	+5,558	New	+$261K	0.02%	732
2016 Q4	–	Sell	-12,486	Closed	-$492K	–	775
2016 Q3	$492K	Sell	12,486 -1,784	-13%	-$69.3K	0.06%	350
2016 Q2	$539K	Sell	14,270 -14,411	-50%	-$566K	0.07%	302
2016 Q1	$1.12M	Buy	28,681 +1,863	+7%	+$70.2K	0.15%	161
2015 Q4	$1.08M	Buy	26,818 +6,158	+30%	+$255K	0.15%	161
2015 Q3	$822K	Buy	20,660 +1,811	+10%	+$77.5K	0.13%	192
2015 Q2	$824K	Buy	18,849 +8,269	+78%	+$381K	0.11%	221
2015 Q1	$468K	Buy	+10,580	New	+$462K	0.06%	363

Other funds holding IEV

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Banco Santander Madrid, Spain $16.1B AUM 35.02% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

CFG

CKW Financial Group Honolulu, Hawaii $1.02B AUM 21.34% 1-Year Est. Return

Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return

Sigma Planning Corp's IEV Position: Q3 2018 in Review

Sigma Planning Corp sold out of iShares Europe ETF (IEV) in Q3 2018, closing a stake of 5,558 shares — an estimated $249K sold.

Sigma Planning Corp first reported a position in IEV in Q1 2015 and held it in 8 quarters. The position peaked at $1.12M in Q1 2016. 181 funds tracked by Wall St. Rank hold IEV as of Q3 2018.

Sigma Planning Corp reported no remaining iShares Europe ETF position as of Q3 2018 after selling out during the quarter.
Sigma Planning Corp sold 5,558 iShares Europe ETF shares in Q3 2018, an estimated $249K.
Sigma Planning Corp first reported a position in iShares Europe ETF in Q1 2015 and held it in 8 quarters.
Sigma Planning Corp's iShares Europe ETF position peaked at $1.12M in Q1 2016.
181 funds tracked by Wall St. Rank held iShares Europe ETF as of Q3 2018.

Based on Sigma Planning Corp's 13F filing for Q3 2018, filed 7 Nov 2018.