Sigma Planning Corp’s State Street SPDR Dow Jones Global Real Estate ETF RWO Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2015 Q3	–	Sell	-5,034	Closed	-$231K	–	739
2015 Q2	$231K	Sell	5,034 -301	-6%	-$14.6K	0.03%	579
2015 Q1	$265K	Sell	5,335 -1,673	-24%	-$83.6K	0.04%	572
2014 Q4	$335K	Buy	+7,008	New	+$328K	0.04%	462

Other funds holding RWO

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

RJA

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

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Glenmede Trust Philadelphia, Pennsylvania $20.4B AUM

HSBC Holdings London, United Kingdom $192B AUM 27.2% 1-Year Est. Return

SFA

Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return

CPO

Cerity Partners OCIO New York $1.67B AUM 13.22% 1-Year Est. Return

VFA

Voya Financial Advisors Windsor, Connecticut $1B AUM 12.91% 1-Year Est. Return

Sigma Planning Corp's RWO Position: Q3 2015 in Review

Sigma Planning Corp sold out of State Street SPDR Dow Jones Global Real Estate ETF (RWO) in Q3 2015, closing a stake of 5,034 shares — an estimated $231K sold.

Sigma Planning Corp first reported a position in RWO in Q4 2014 and held it in 3 quarters. The position peaked at $335K in Q4 2014. 156 funds tracked by Wall St. Rank hold RWO as of Q3 2015.

Sigma Planning Corp reported no remaining State Street SPDR Dow Jones Global Real Estate ETF position as of Q3 2015 after selling out during the quarter.
Sigma Planning Corp sold 5,034 State Street SPDR Dow Jones Global Real Estate ETF shares in Q3 2015, an estimated $231K.
Sigma Planning Corp first reported a position in State Street SPDR Dow Jones Global Real Estate ETF in Q4 2014 and held it in 3 quarters.
Sigma Planning Corp's State Street SPDR Dow Jones Global Real Estate ETF position peaked at $335K in Q4 2014.
156 funds tracked by Wall St. Rank held State Street SPDR Dow Jones Global Real Estate ETF as of Q3 2015.

Based on Sigma Planning Corp's 13F filing for Q3 2015, filed 2 Nov 2015.