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Sigma Investment Management Co: AGG position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Sigma Investment Management Co on AGG, newest first. How the timeline and the estimate are built.

Sigma Investment Management Co held 512,496 AGG shares at 2018-12-31 per its 13F-HR filed 2019-02-07.

the latest 13F is the newest step

  1. period ended2018-12-31
    13F 512,496 shares
    Change vs previous 13F -14,549 shares

    43.58% of the 13F portfolio, value $54,576,000.

    13F-HR 0001532618-19-000011 filed by Sigma Investment Management Co
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2018-09-30
    13F 527,045 shares
    Change vs previous 13F -1,882 shares

    45.26% of the 13F portfolio, value $55,614,000.

    13F-HR 0001532618-18-000006 filed by Sigma Investment Management Co
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2018-06-30
    13F 528,927 shares
    Change vs previous 13F +12,049 shares

    46.64% of the 13F portfolio, value $56,236,000.

    13F-HR 0001532618-18-000005 filed by Sigma Investment Management Co
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2018-03-31
    13F 516,878 shares
    Change vs previous 13F +5,759 shares

    46.55% of the 13F portfolio, value $55,435,000.

    13F-HR 0001532618-18-000003 filed by Sigma Investment Management Co
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2017-12-31
    13F 511,119 shares
    Change vs previous 13F +17,112 shares

    46.08% of the 13F portfolio, value $55,881,000.

    13F-HR 0001532618-18-000002 filed by Sigma Investment Management Co
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2017-09-30
    13F 494,007 shares
    Change vs previous 13F +1,079 shares

    46.2% of the 13F portfolio, value $54,138,000.

    13F-HR 0001532618-17-000007 filed by Sigma Investment Management Co
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2017-06-30
    13F 492,928 shares
    Change vs previous 13F +10,729 shares

    46.49% of the 13F portfolio, value $53,980,000.

    13F-HR 0001532618-17-000005 filed by Sigma Investment Management Co
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2017-03-31
    13F 482,199 shares
    Change vs previous 13F not available

    46.37% of the 13F portfolio, value $52,314,000.

    13F-HR 0001532618-17-000004 filed by Sigma Investment Management Co
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).