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SPC
Sigma Planning Corp’s
Liberty All-Star Equity Fund
USA
Stock Holding History
Sigma Planning Corp’s Portfolio
USA Stock Details
USA Fund Activity
Bought
Maintained
Sold
Quarter
Market Value
Status
Shares
Change in
Stake
Trade Value
Portfolio Weight
Portfolio Position
2017
Q4
–
Sell
-99,785
Closed
-$602K
–
904
2017
Q3
$602K
Sell
99,785
-7,151
-7%
-$41.1K
0.05%
370
2017
Q2
$605K
Buy
106,936
+5,794
+6%
+$32.2K
0.06%
356
2017
Q1
$552K
Buy
101,142
+6,067
+6%
+$32.9K
0.05%
364
2016
Q4
$491K
Buy
+95,075
New
+$482K
0.05%
354
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$2.9B AUM
24.67%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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