SPC
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Sigma Planning Corp’s Invesco S&P 500 Equal Weight Industrials ETF RSPN Stock Holding History

Sigma Planning Corp’s Portfolio RSPN Stock Details RSPN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q4 		– Sell
-19,550
Closed -$364K – 796
2016
Q3 		$364K Buy
+19,550
New +$360K 0.04% 448

Other funds holding RSPN

WSTAM
Wilbanks Smith & Thomas Asset Management Norfolk, Virginia $3.57B AUM 21.11% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
QA
Quantitative Advantage Minnetonka, Minnesota $689M AUM 6.25% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
AL
Aspiriant LLC Los Angeles, California $3.51B AUM 13.98% 1-Year Est. Return

Sigma Planning Corp's RSPN Position: Q4 2016 in Review

Sigma Planning Corp sold out of Invesco S&P 500 Equal Weight Industrials ETF (RSPN) in Q4 2016, closing a stake of 19,550 shares — an estimated $364K sold.

Sigma Planning Corp first reported a position in RSPN in Q3 2016 and held it in 1 quarter. The position peaked at $364K in Q3 2016. 38 funds tracked by Wall St. Rank hold RSPN as of Q4 2016.

  • Sigma Planning Corp reported no remaining Invesco S&P 500 Equal Weight Industrials ETF position as of Q4 2016 after selling out during the quarter.
  • Sigma Planning Corp sold 19,550 Invesco S&P 500 Equal Weight Industrials ETF shares in Q4 2016, an estimated $364K.
  • Sigma Planning Corp first reported a position in Invesco S&P 500 Equal Weight Industrials ETF in Q3 2016 and held it in 1 quarter.
  • Sigma Planning Corp's Invesco S&P 500 Equal Weight Industrials ETF position peaked at $364K in Q3 2016.
  • 38 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight Industrials ETF as of Q4 2016.

Based on Sigma Planning Corp's 13F filing for Q4 2016, filed 23 Jan 2017.