Sigma Planning Corp’s iShares Global Comm Services ETF IXP Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2017 Q1	–	Sell	-6,452	Closed	-$379K	–	791
2016 Q4	$379K	Buy	6,452 +1,242	+24%	+$72.8K	0.04%	445
2016 Q3	$322K	Buy	5,210 +326	+7%	+$20.5K	0.04%	493
2016 Q2	$209K	Sell	4,884 -47	-1%	-$2.92K	0.03%	603
2016 Q1	$307K	Buy	+4,931	New	+$291K	0.04%	446
2015 Q1	–	Sell	-3,557	Closed	-$214K	–	773
2014 Q4	$214K	Buy	+3,557	New	+$222K	0.03%	617

Other funds holding IXP

Veritable Wilmington, Delaware $6.46B AUM 17.32% 1-Year Est. Return

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

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

DWM

Destination Wealth Management Walnut Creek, California $4.28B AUM 19.27% 1-Year Est. Return

SG Americas Securities New York $179B AUM 65.34% 1-Year Est. Return

PFM

Parsec Financial Management Asheville, North Carolina $2.37B AUM 4.66% 1-Year Est. Return

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

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

Newfound Research Wellesley Hills, Massachusetts $40.8M AUM 12.42% 1-Year Est. Return

Fifth Third Bancorp Cincinnati, Ohio $61.7B AUM 33.76% 1-Year Est. Return

Sigma Planning Corp's IXP Position: Q1 2017 in Review

Sigma Planning Corp sold out of iShares Global Comm Services ETF (IXP) in Q1 2017, closing a stake of 6,452 shares — an estimated $379K sold.

Sigma Planning Corp first reported a position in IXP in Q4 2014 and held it in 5 quarters. The position peaked at $379K in Q4 2016. 74 funds tracked by Wall St. Rank hold IXP as of Q1 2017.

Sigma Planning Corp reported no remaining iShares Global Comm Services ETF position as of Q1 2017 after selling out during the quarter.
Sigma Planning Corp sold 6,452 iShares Global Comm Services ETF shares in Q1 2017, an estimated $379K.
Sigma Planning Corp first reported a position in iShares Global Comm Services ETF in Q4 2014 and held it in 5 quarters.
Sigma Planning Corp's iShares Global Comm Services ETF position peaked at $379K in Q4 2016.
74 funds tracked by Wall St. Rank held iShares Global Comm Services ETF as of Q1 2017.

Based on Sigma Planning Corp's 13F filing for Q1 2017, filed 24 Apr 2017.