Sigma Planning Corp’s iShares International Developed Real Estate ETF IFGL Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q1	–	Sell	-8,626	Closed	-$261K	–	1009
2019 Q4	$261K	Sell	8,626 -460	-5%	-$13.9K	0.01%	857
2019 Q3	$270K	Buy	9,086 +209	+2%	+$6.21K	0.01%	811
2019 Q2	$265K	Sell	8,877 -395	-4%	-$11.8K	0.01%	794
2019 Q1	$282K	Sell	9,272 -1,874	-17%	-$54.8K	0.02%	707
2018 Q4	$301K	Sell	11,146 -3,264	-23%	-$90.2K	0.02%	600
2018 Q3	$413K	Sell	14,410 -749	-5%	-$21.8K	0.02%	555
2018 Q2	$442K	Buy	15,159 +1,929	+15%	+$57.7K	0.03%	495
2018 Q1	$393K	Sell	13,230 -199	-1%	-$5.98K	0.03%	510
2017 Q4	$403K	Sell	13,429 -64,435	-83%	-$1.91M	0.03%	501
2017 Q3	$2.27M	Buy	77,864 +61,345	+371%	+$1.79M	0.19%	137
2017 Q2	$470K	Buy	16,519 +1,283	+8%	+$36.7K	0.04%	427
2017 Q1	$418K	Buy	+15,236	New	+$413K	0.04%	454
2015 Q1	–	Sell	-10,686	Closed	-$321K	–	770
2014 Q4	$321K	Buy	+10,686	New	+$323K	0.04%	478

Other funds holding IFGL

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

DWA

Divergent Wealth Advisors South Jordan, Utah $547M AUM 21.37% 1-Year Est. Return

EHPM

Emery Howard Portfolio Management Burlingame, California $773M AUM 18.85% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

HHGA

Halbert Hargrove Global Advisors Long Beach, California $2.31B AUM 21.64% 1-Year Est. Return

CAM

Chandler Asset Management San Diego, California $659M AUM 11.68% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Sigma Planning Corp's IFGL Position: Q1 2020 in Review

Sigma Planning Corp sold out of iShares International Developed Real Estate ETF (IFGL) in Q1 2020, closing a stake of 8,626 shares — an estimated $261K sold.

Sigma Planning Corp first reported a position in IFGL in Q4 2014 and held it in 13 quarters. The position peaked at $2.27M in Q3 2017. 81 funds tracked by Wall St. Rank hold IFGL as of Q1 2020.

Sigma Planning Corp reported no remaining iShares International Developed Real Estate ETF position as of Q1 2020 after selling out during the quarter.
Sigma Planning Corp sold 8,626 iShares International Developed Real Estate ETF shares in Q1 2020, an estimated $261K.
Sigma Planning Corp first reported a position in iShares International Developed Real Estate ETF in Q4 2014 and held it in 13 quarters.
Sigma Planning Corp's iShares International Developed Real Estate ETF position peaked at $2.27M in Q3 2017.
81 funds tracked by Wall St. Rank held iShares International Developed Real Estate ETF as of Q1 2020.

Based on Sigma Planning Corp's 13F filing for Q1 2020, filed 1 May 2020.