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Sigma Investment Management Co: MTUM position timeline

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

Sigma Investment Management Co held 162,127 MTUM 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 162,127 shares
    Change vs previous 13F +11,657 shares

    12.97% of the 13F portfolio, value $16,250,000.

    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 150,470 shares
    Change vs previous 13F +3,982 shares

    14.57% of the 13F portfolio, value $17,906,000.

    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 146,488 shares
    Change vs previous 13F +2,605 shares

    13.33% of the 13F portfolio, value $16,070,000.

    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 143,883 shares
    Change vs previous 13F -2,230 shares

    12.8% of the 13F portfolio, value $15,240,000.

    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 146,113 shares
    Change vs previous 13F -953 shares

    12.43% of the 13F portfolio, value $15,069,000.

    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 147,066 shares
    Change vs previous 13F +581 shares

    12.01% of the 13F portfolio, value $14,071,000.

    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 146,485 shares
    Change vs previous 13F +6,594 shares

    11.21% of the 13F portfolio, value $13,021,000.

    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 139,891 shares
    Change vs previous 13F not available

    10.25% of the 13F portfolio, value $11,562,000.

    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).