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Sigma Planning Corp’s Invesco Dorsey Wright Developed Markets Momentum ETF PIZ Stock Holding History

Sigma Planning Corp’s Portfolio PIZ Stock Details PIZ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q2 		– Sell
-10,934
Closed -$272K – 754
2015
Q1 		$272K Sell
10,934
-22
-0.2% -$540 0.04% 563
2014
Q4 		$263K Buy
+10,956
New +$265K 0.03% 547

Other funds holding PIZ

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
HF
Hoxton Financial Shepherdstown, West Virginia $194M AUM 6.21% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
LFG
LifePlan Financial Group Dayton, Ohio $232M AUM 8.43% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
AIG
American International Group New York $609M AUM 23.67% 1-Year Est. Return

Sigma Planning Corp's PIZ Position: Q2 2015 in Review

Sigma Planning Corp sold out of Invesco Dorsey Wright Developed Markets Momentum ETF (PIZ) in Q2 2015, closing a stake of 10,934 shares — an estimated $272K sold.

Sigma Planning Corp first reported a position in PIZ in Q4 2014 and held it in 2 quarters. The position peaked at $272K in Q1 2015. 66 funds tracked by Wall St. Rank hold PIZ as of Q2 2015.

  • Sigma Planning Corp reported no remaining Invesco Dorsey Wright Developed Markets Momentum ETF position as of Q2 2015 after selling out during the quarter.
  • Sigma Planning Corp sold 10,934 Invesco Dorsey Wright Developed Markets Momentum ETF shares in Q2 2015, an estimated $272K.
  • Sigma Planning Corp first reported a position in Invesco Dorsey Wright Developed Markets Momentum ETF in Q4 2014 and held it in 2 quarters.
  • Sigma Planning Corp's Invesco Dorsey Wright Developed Markets Momentum ETF position peaked at $272K in Q1 2015.
  • 66 funds tracked by Wall St. Rank held Invesco Dorsey Wright Developed Markets Momentum ETF as of Q2 2015.

Based on Sigma Planning Corp's 13F filing for Q2 2015, filed 14 Jul 2015.