Sigma Planning Corp’s iShares JPMorgan EM Local Currency Bond ETF LEMB Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2015 Q1	–	Sell	-35,924	Closed	-$1.66M	–	775
2014 Q4	$1.66M	Buy	+35,924	New	+$1.71M	0.22%	116

Other funds holding LEMB

WIM

Windhaven Investment Management Boston, Massachusetts $7.79B AUM 7.81% 1-Year Est. Return

BFA

BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

BIM

BlackRock Investment Management Wilmington, Delaware $86.4B AUM 16.83% 1-Year Est. Return

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

UCFA

United Capital Financial Advisors Irving, Texas $18.2B AUM 22.02% 1-Year Est. Return

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

WBG

Wharton Business Group Malvern, Pennsylvania $2.99B AUM 30.41% 1-Year Est. Return

BCI

Brinker Capital Investments Berwyn, Pennsylvania $13.1B AUM 28.37% 1-Year Est. Return

Sigma Planning Corp's LEMB Position: Q1 2015 in Review

Sigma Planning Corp sold out of iShares JPMorgan EM Local Currency Bond ETF (LEMB) in Q1 2015, closing a stake of 35,924 shares — an estimated $1.66M sold.

Sigma Planning Corp first reported a position in LEMB in Q4 2014 and held it in 1 quarter. The position peaked at $1.66M in Q4 2014. 38 funds tracked by Wall St. Rank hold LEMB as of Q1 2015.

Sigma Planning Corp reported no remaining iShares JPMorgan EM Local Currency Bond ETF position as of Q1 2015 after selling out during the quarter.
Sigma Planning Corp sold 35,924 iShares JPMorgan EM Local Currency Bond ETF shares in Q1 2015, an estimated $1.66M.
Sigma Planning Corp first reported a position in iShares JPMorgan EM Local Currency Bond ETF in Q4 2014 and held it in 1 quarter.
Sigma Planning Corp's iShares JPMorgan EM Local Currency Bond ETF position peaked at $1.66M in Q4 2014.
38 funds tracked by Wall St. Rank held iShares JPMorgan EM Local Currency Bond ETF as of Q1 2015.

Based on Sigma Planning Corp's 13F filing for Q1 2015, filed 23 Apr 2015.