SPC
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Sigma Planning Corp’s FlexShares Credit-Scored US Corporate Bond Index Fund SKOR Stock Holding History

Sigma Planning Corp’s Portfolio SKOR Stock Details SKOR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		– Sell
-16,915
Closed -$793K – 1294
2023
Q2 		$793K Buy
+16,915
New +$798K 0.03% 552

Other funds holding SKOR

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Northern Trust
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CNBT
Cornerstone National Bank & Trust Palatine, Illinois $296M AUM 12.13% 1-Year Est. Return
TC
Trilogy Capital Irvine, California $2.58B AUM 22.97% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
BCM
Boltwood Capital Management Walnut Creek, California $436M AUM 24% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Sigma Planning Corp's SKOR Position: Q3 2023 in Review

Sigma Planning Corp sold out of FlexShares Credit-Scored US Corporate Bond Index Fund (SKOR) in Q3 2023, closing a stake of 16,915 shares — an estimated $793K sold.

Sigma Planning Corp first reported a position in SKOR in Q2 2023 and held it in 1 quarter. The position peaked at $793K in Q2 2023. 33 funds tracked by Wall St. Rank hold SKOR as of Q3 2023.

  • Sigma Planning Corp reported no remaining FlexShares Credit-Scored US Corporate Bond Index Fund position as of Q3 2023 after selling out during the quarter.
  • Sigma Planning Corp sold 16,915 FlexShares Credit-Scored US Corporate Bond Index Fund shares in Q3 2023, an estimated $793K.
  • Sigma Planning Corp first reported a position in FlexShares Credit-Scored US Corporate Bond Index Fund in Q2 2023 and held it in 1 quarter.
  • Sigma Planning Corp's FlexShares Credit-Scored US Corporate Bond Index Fund position peaked at $793K in Q2 2023.
  • 33 funds tracked by Wall St. Rank held FlexShares Credit-Scored US Corporate Bond Index Fund as of Q3 2023.

Based on Sigma Planning Corp's 13F filing for Q3 2023, filed 6 Nov 2023.