SPC
MSP

Sigma Planning Corp’s Madison Strategic Sector MSP Stock Holding History

Sigma Planning Corp’s Portfolio MSP Stock Details MSP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q1 		– Sell
-14,630
Closed -$174K – 830
2016
Q4 		$174K Sell
14,630
-625
-4% -$7.36K 0.02% 673
2016
Q3 		$179K Buy
15,255
+57
+0.4% +$669 0.02% 678
2016
Q2 		$175K Buy
+15,198
New +$172K 0.02% 634

Other funds holding MSP

KIM
Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return
SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
IA
Icon Advisers Greenwood Village, Colorado $433M AUM 40.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
BC
Brinker Capital Berwyn, Pennsylvania $3.13B AUM 9.04% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
AA
Ancora Advisors Cleveland, Ohio $4.7B AUM 19.05% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

Sigma Planning Corp sold out of Madison Strategic Sector (MSP) in Q1 2017, closing a stake of 14,630 shares — an estimated $174K sold.

Sigma Planning Corp first reported a position in MSP in Q2 2016 and held it in 3 quarters. The position peaked at $179K in Q3 2016. 19 funds tracked by Wall St. Rank hold MSP as of Q1 2017.

  • Sigma Planning Corp reported no remaining Madison Strategic Sector position as of Q1 2017 after selling out during the quarter.
  • Sigma Planning Corp sold 14,630 Madison Strategic Sector shares in Q1 2017, an estimated $174K.
  • Sigma Planning Corp first reported a position in Madison Strategic Sector in Q2 2016 and held it in 3 quarters.
  • Sigma Planning Corp's Madison Strategic Sector position peaked at $179K in Q3 2016.
  • 19 funds tracked by Wall St. Rank held Madison Strategic Sector as of Q1 2017.

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