SPC
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Sigma Planning Corp’s Markel Group MKL Stock Holding History

Sigma Planning Corp’s Portfolio MKL Stock Details MKL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q3 		– Sell
-726
Closed -$670K – 1126
2020
Q2 		$670K Buy
+726
New +$660K 0.03% 497
2020
Q1 		– Sell
-511
Closed -$584K – 1039
2019
Q4 		$584K Sell
511
-56
-10% -$63.8K 0.03% 551
2019
Q3 		$670K Sell
567
-7
-1% -$7.95K 0.03% 481
2019
Q2 		$625K Buy
574
+52
+10% +$54.5K 0.03% 480
2019
Q1 		$520K Buy
+522
New +$530K 0.03% 503
2017
Q3 		– Sell
-491
Closed -$479K – 864
2017
Q2 		$479K Sell
491
-10
-2% -$9.71K 0.05% 421
2017
Q1 		$489K Sell
501
-46
-8% -$43.5K 0.05% 399
2016
Q4 		$495K Buy
+547
New +$488K 0.05% 353
2016
Q2 		– Sell
-630
Closed -$562K – 739
2016
Q1 		$562K Buy
630
+41
+7% +$35.2K 0.08% 286
2015
Q4 		$520K Buy
589
+25
+4% +$21.8K 0.07% 303
2015
Q3 		$452K Buy
+564
New +$477K 0.07% 323

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Wellington Management Group
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ACM
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Baillie Gifford & Co
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ACM
Atlanta Capital Management Atlanta, Georgia $22.5B AUM 9.67% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $19.6B AUM 18.11% 1-Year Est. Return
DDC
DF Dent & Co Baltimore, Maryland $5.22B AUM 2.07% 1-Year Est. Return