Sigma Investment Management Co
All 13F Filings
- Location
- Most recent 13F
- Q1 2014
- Holdings value ($000)
- 142,284
- Description
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- Website
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- Founded
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- Chairman
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- CEO
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- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q1 2014 | 5/15/2014 | 29 | 142,284 | 13F-HR | Sigma Investment Management Co |
| Q4 2013 | 2/13/2014 | 26 | 149,953 | 13F-HR | Sigma Investment Management Co |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 3.357 K | 2.4% | 178 | 0 | 178 |
| ETFs | 138.9 K | 97.6% | 0 | 7.847 K | -7.847 K |
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Fund Snapshot
Q1 2014
Latest filed
5/15/2014
Total value ($000)
142,284
Holdings
29
QoQ value change ($000)
-7,669
(-5.1%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.