Sigma Planning Corp’s Barclays Bank PLC iPath Exchange Traded Notes Linked to Goldman Sachs Crude Oil Total Return In OIL Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2018 Q2	–	Sell	-17,254	Closed	-$126K	–	967
2018 Q1	$126K	Sell	17,254 -1,500	-8%	-$10.5K	0.01%	813
2017 Q4	$123K	Sell	18,754 -6,690	-26%	-$39.3K	0.01%	810
2017 Q3	$137K	Sell	25,444 -3,015	-11%	-$15.2K	0.01%	804
2017 Q2	$138K	Buy	28,459 +1,950	+7%	+$10.1K	0.01%	744
2017 Q1	$148K	Sell	26,509 -1,960	-7%	-$11.6K	0.01%	724
2016 Q4	$180K	Sell	28,469 -3,180	-10%	-$18.9K	0.02%	668
2016 Q3	$185K	Buy	31,649 +1,180	+4%	+$6.64K	0.02%	671
2016 Q2	$190K	Sell	30,469 -3,090	-9%	-$18.6K	0.02%	626
2016 Q1	$172K	Buy	33,559 +20,571	+158%	+$106K	0.02%	620
2015 Q4	$81K	Buy	+12,988	New	+$100K	0.01%	661

Other funds holding OIL

LTFS

Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return

UCFA

United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return

Zhang Financial Portage, Michigan $2.89B AUM 18.44% 1-Year Est. Return

VIA

Vantage Investment Advisors State College, Pennsylvania $477M AUM 17.38% 1-Year Est. Return

JFGIW

Johnson Financial Group Inc (Wisconsin) Racine, Wisconsin $2.76B AUM 19.4% 1-Year Est. Return

FIB

First Interstate Bank Billings, Montana $1.78B AUM 13.62% 1-Year Est. Return

MCM

Mainstay Capital Management Grand Blanc, Michigan $1.3B AUM 37.8% 1-Year Est. Return

CFD

Creative Financial Designs Kokomo, Indiana $1.65B AUM 15.6% 1-Year Est. Return

PCG

Private Capital Group West Hartford, Connecticut $133M AUM 11.23% 1-Year Est. Return

TCOV

Trust Company of Vermont Brattleboro, Vermont $2.4B AUM 18.8% 1-Year Est. Return

Sigma Planning Corp's OIL Position: Q2 2018 in Review

Sigma Planning Corp sold out of Barclays Bank PLC iPath Exchange Traded Notes Linked to Goldman Sachs Crude Oil Total Return In (OIL) in Q2 2018, closing a stake of 17,254 shares — an estimated $126K sold.

Sigma Planning Corp first reported a position in OIL in Q4 2015 and held it in 10 quarters. The position peaked at $190K in Q2 2016. 15 funds tracked by Wall St. Rank hold OIL as of Q2 2018.

Sigma Planning Corp reported no remaining Barclays Bank PLC iPath Exchange Traded Notes Linked to Goldman Sachs Crude Oil Total Return In position as of Q2 2018 after selling out during the quarter.
Sigma Planning Corp sold 17,254 Barclays Bank PLC iPath Exchange Traded Notes Linked to Goldman Sachs Crude Oil Total Return In shares in Q2 2018, an estimated $126K.
Sigma Planning Corp first reported a position in Barclays Bank PLC iPath Exchange Traded Notes Linked to Goldman Sachs Crude Oil Total Return In in Q4 2015 and held it in 10 quarters.
Sigma Planning Corp's Barclays Bank PLC iPath Exchange Traded Notes Linked to Goldman Sachs Crude Oil Total Return In position peaked at $190K in Q2 2016.
15 funds tracked by Wall St. Rank held Barclays Bank PLC iPath Exchange Traded Notes Linked to Goldman Sachs Crude Oil Total Return In as of Q2 2018.

Based on Sigma Planning Corp's 13F filing for Q2 2018, filed 2 Aug 2018.