Sigma Planning Corp
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Sigma Planning Corp’s Credit Suisse X-Links Silver Shares Covered Call ETNs due April 21 2033 SLVO Stock Holding History

Sigma Planning Corp’s Portfolio SLVO Stock Details SLVO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q4 		– Sell
-552
Closed -$111K – 799
2016
Q3 		$111K Buy
552
+11
+2% +$2.28K 0.01% 706
2016
Q2 		$115K Buy
+541
New +$108K 0.02% 660

Other funds holding SLVO

RIA
RPG Investment Advisory Pleasanton, California $973M AUM 39.93% 1-Year Est. Return
Credit Suisse
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
Raymond James Financial Services Advisors
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
IFP Advisors
IFP Advisors Tampa, Florida $5.86B AUM 20.09% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Ladenburg Thalmann Financial Services
Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return
Blue Bell Private Wealth Management
Blue Bell Private Wealth Management Blue Bell, Pennsylvania $802M AUM 22.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

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

Sigma Planning Corp sold out of Credit Suisse X-Links Silver Shares Covered Call ETNs due April 21 2033 (SLVO) in Q4 2016, closing a stake of 552 shares — an estimated $111K sold.

Sigma Planning Corp first reported a position in SLVO in Q2 2016 and held it in 2 quarters. The position peaked at $115K in Q2 2016. 13 funds tracked by Wall St. Rank hold SLVO as of Q4 2016.

  • Sigma Planning Corp reported no remaining Credit Suisse X-Links Silver Shares Covered Call ETNs due April 21 2033 position as of Q4 2016 after selling out during the quarter.
  • Sigma Planning Corp sold 552 Credit Suisse X-Links Silver Shares Covered Call ETNs due April 21 2033 shares in Q4 2016, an estimated $111K.
  • Sigma Planning Corp first reported a position in Credit Suisse X-Links Silver Shares Covered Call ETNs due April 21 2033 in Q2 2016 and held it in 2 quarters.
  • Sigma Planning Corp's Credit Suisse X-Links Silver Shares Covered Call ETNs due April 21 2033 position peaked at $115K in Q2 2016.
  • 13 funds tracked by Wall St. Rank held Credit Suisse X-Links Silver Shares Covered Call ETNs due April 21 2033 as of Q4 2016.

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