Sigma Investment Management Co

13F Filings History

Latest 13F report
Q4 2018 - Feb 7, 2019
Value $
$125M
Signature - Title
Jeanette Armitage - Chief Technology Officer
Location
Portland, OR
Summary
This page shows a list of all the recent 13F filings made by Sigma Investment Management Co. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Sigma Investment Management Co reported 20 stock holdings with total value $125M as of Q4 2018. Top holdings included AGG, IWV, MTUM, VXUS, and MUB.
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q4 2018 20 $125M +$12.9M -$2.68M +$10.2M AGG, IWV, MTUM, VXUS, MUB 13F-HR 2/7/2019, 12:44 PM
Q3 2018 19 $123M +$964K -$1.09M -$128K AGG, IWV, MTUM, VXUS, MUB 13F-HR 11/7/2018, 06:22 PM
Q2 2018 18 $121M +$3.3M -$2.07M +$1.23M AGG, IWV, MTUM, VXUS, MUB 13F-HR 8/6/2018, 05:32 PM
Q1 2018 16 $119M +$1.09M -$2.07M -$981K AGG, IWV, MTUM, VXUS, MUB 13F-HR 5/3/2018, 04:00 PM
Q4 2017 16 $121M +$2.08M -$1.27M +$809K AGG, IWV, MTUM, VXUS, MUB 13F-HR 2/6/2018, 08:16 PM
Q3 2017 15 $117M +$174K -$1.46M -$1.28M AGG, IWV, MTUM, VXUS, MUB 13F-HR 11/3/2017, 04:13 PM
Q2 2017 16 $116M +$1.76M -$922K +$839K AGG, IWV, MTUM, VXUS, MUB 13F-HR 7/14/2017, 03:17 PM
Q1 2017 16 $113M +$5.5M -$11.2M -$5.73M AGG, IWV, MTUM, VXUS, MUB 13F-HR 5/4/2017, 03:27 PM
Q4 2016 16 $115M +$6.31M -$6.67M -$359K AGG, IWV, MUB, MTUM, VXUS 13F-HR 2/9/2017, 02:31 PM
Q3 2016 15 $118M +$35.7K -$2.33M -$2.29M AGG, IWV, MUB, MTUM, VXUS 13F-HR 10/31/2016, 02:37 PM
Q2 2016 15 $119M +$1.3M -$5.19M -$3.89M AGG, IWV, MUB, MTUM, VXUS 13F-HR 8/2/2016, 07:47 PM
Q1 2016 16 $120M +$70.6M -$115M -$44.6M AGG, IWV, MUB, VXUS, MTUM Restatement 8/2/2016, 08:00 PM
Q4 2015 26 $163M +$41.3M -$35.6M +$5.68M AGG, IJH, VIG, IWB, EFA 13F-HR 2/9/2016, 02:52 PM
Q3 2015 27 $153M +$26.3M -$30.2M -$3.94M IWP, AGG, VIG, IWB, EFA 13F-HR 11/12/2015, 03:25 PM
Q2 2015 28 $164M +$31.4M -$29.6M +$1.8M IVW, AGG, VIG, IWB, EFA 13F-HR 7/29/2015, 09:49 PM
Q1 2015 29 $163M +$30.7M -$31.2M -$415K IWP, AGG, VIG, IWB, EFA 13F-HR 5/14/2015, 03:48 PM
Q4 2014 29 $161M +$47.3M -$28.6M +$18.7M IVW, AGG, VIG, IWB, EFA 13F-HR 2/13/2015, 06:53 PM
Q3 2014 28 $141M +$35.6M -$39.1M -$3.47M IWD, AGG, VIG, IWB, EFA 13F-HR 10/16/2014, 02:13 PM
Q2 2014 28 $146M +$42.9M -$42.5M +$474K IWS, AGG, VIG, IWB, EFA 13F-HR 8/14/2014, 09:53 PM
Q1 2014 29 $142M +$39.6M -$48.1M -$8.45M VTI, AGG, VIG, IWB, EFA 13F-HR 5/14/2014, 08:08 PM
Q4 2013 26 $150M $0 $0 IWP, AGG, VIG, IWB, EFA 13F-HR 2/12/2014, 07:21 PM