Sigma Planning Corp’s NexPoint Diversified Real Estate Trust NXDT Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2017 Q2	–	Sell	-18,121	Closed	-$415K	–	819
2017 Q1	$415K	Buy	18,121 +1,000	+6%	+$23.2K	0.04%	458
2016 Q4	$390K	Hold	17,121	–	–	0.04%	430
2016 Q3	$381K	Sell	17,121 -7	-0%	-$153	0.05%	428
2016 Q2	$365K	Buy	17,128 +500	+3%	+$10.1K	0.05%	417
2016 Q1	$300K	Buy	+16,628	New	+$302K	0.04%	453

Other funds holding NXDT

HCMT

Highland Capital Management (Texas) Dallas, Texas $39M AUM

TJHA

Thomas J. Herzfeld Advisors Miami Beach, Florida $294M AUM 2.62% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

RCM

Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return

Bessemer Group Woodbridge, New Jersey $63.6B AUM 28.76% 1-Year Est. Return

COLIM

City of London Investment Management London, United Kingdom $1.38B AUM 42.43% 1-Year Est. Return

Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return

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

YCM

Yakira Capital Management Westport, Connecticut $342M AUM 26.97% 1-Year Est. Return

Sigma Planning Corp's NXDT Position: Q2 2017 in Review

Sigma Planning Corp sold out of NexPoint Diversified Real Estate Trust (NXDT) in Q2 2017, closing a stake of 18,121 shares — an estimated $415K sold.

Sigma Planning Corp first reported a position in NXDT in Q1 2016 and held it in 5 quarters. The position peaked at $415K in Q1 2017. 45 funds tracked by Wall St. Rank hold NXDT as of Q2 2017.

Sigma Planning Corp reported no remaining NexPoint Diversified Real Estate Trust position as of Q2 2017 after selling out during the quarter.
Sigma Planning Corp sold 18,121 NexPoint Diversified Real Estate Trust shares in Q2 2017, an estimated $415K.
Sigma Planning Corp first reported a position in NexPoint Diversified Real Estate Trust in Q1 2016 and held it in 5 quarters.
Sigma Planning Corp's NexPoint Diversified Real Estate Trust position peaked at $415K in Q1 2017.
45 funds tracked by Wall St. Rank held NexPoint Diversified Real Estate Trust as of Q2 2017.

Based on Sigma Planning Corp's 13F filing for Q2 2017, filed 2 Aug 2017.