Jim Van Horn
Latest statistics and disclosures from Sigma Investment Management's latest quarterly 13F-HR filing:
- Top 5 stock holdings are AGG, IWV, MTUM, VXUS, MUB, and represent 88.78% of Sigma Investment Management's stock portfolio.
- Added to shares of these 9 stocks: ITOT, MUB, TFI, IXUS, MTUM, IWV, VXUS, ITM, IEMG.
- Started 4 new stock positions in IXUS, ITM, IEMG, ITOT.
- Reduced shares in these 7 stocks: AGG, BND, Vaneck Vectors Amt-free Intermediate Municipal Index Etf etf, , SJM, SHV, IDV.
- Sold out of its positions in SPY, Vaneck Vectors Amt-free Intermediate Municipal Index Etf etf, BND.
- Sigma Investment Management was a net buyer of stock by $10M.
- Sigma Investment Management has $125M in assets under management (AUM), dropping by 1.92%.
- Central Index Key (CIK): 0001532618
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Portfolio Holdings for Sigma Investment Management
Sigma Investment Management holds 20 positions in its portfolio as reported in the December 2018 quarterly 13F filing
Past Filings by Sigma Investment Management
SEC 13F filings are viewable for Sigma Investment Management going back to 2011
- Sigma Investment Management 2018 Q4 filed Feb. 7, 2019
- Sigma Investment Management 2018 Q3 filed Nov. 8, 2018
- Sigma Investment Management 2018 Q2 filed Aug. 7, 2018
- Sigma Investment Management 2018 Q1 filed May 3, 2018
- Sigma Investment Management 2017 Q4 filed Feb. 7, 2018
- Sigma Investment Management 2017 Q3 filed Nov. 3, 2017
- Sigma Investment Management 2017 Q2 filed July 14, 2017
- Sigma Investment Management 2017 Q1 filed May 4, 2017
- Sigma Investment Management 2016 Q4 filed Feb. 9, 2017
- Sigma Investment Management 2016 Q3 filed Oct. 31, 2016
- Sigma Investment Management 2016 Q2 filed Aug. 3, 2016
- Sigma Investment Management 2016 Q1 restated filed Aug. 3, 2016
- Sigma Investment Management 2016 Q1 filed May 16, 2016
- Sigma Investment Management 2015 Q4 filed Feb. 9, 2016
- Sigma Investment Management 2015 Q3 filed Nov. 12, 2015
- Sigma Investment Management 2015 Q2 filed July 30, 2015