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

Other funds holding USA

RCM

Rivernorth Capital Management West Palm Beach, Florida $2.1B AUM 2.15% 1-Year Est. Return

Lazard Asset Management New York $66.1B AUM 33.53% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

KIM

Karpus Investment Management Pittsford, New York $3.48B AUM 10.49% 1-Year Est. Return

1CP

1607 Capital Partners Richmond, Virginia $1.15B AUM 12.28% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

AAM

Advisors Asset Management Monument, Colorado $6.56B AUM 35.09% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

RVPG

Relative Value Partners Group $772M AUM 15.6% 1-Year Est. Return

VIA

Vident Investment Advisory Alpharetta, Georgia $2.9B AUM 24.67% 1-Year Est. Return

Sigma Planning Corp's USA Position: Q4 2017 in Review

Sigma Planning Corp sold out of Liberty All-Star Equity Fund (USA) in Q4 2017, closing a stake of 99,785 shares — an estimated $602K sold.

Sigma Planning Corp first reported a position in USA in Q4 2016 and held it in 4 quarters. The position peaked at $605K in Q2 2017. 133 funds tracked by Wall St. Rank hold USA as of Q4 2017.

Sigma Planning Corp reported no remaining Liberty All-Star Equity Fund position as of Q4 2017 after selling out during the quarter.
Sigma Planning Corp sold 99,785 Liberty All-Star Equity Fund shares in Q4 2017, an estimated $602K.
Sigma Planning Corp first reported a position in Liberty All-Star Equity Fund in Q4 2016 and held it in 4 quarters.
Sigma Planning Corp's Liberty All-Star Equity Fund position peaked at $605K in Q2 2017.
133 funds tracked by Wall St. Rank held Liberty All-Star Equity Fund as of Q4 2017.

Based on Sigma Planning Corp's 13F filing for Q4 2017, filed 7 Feb 2018.