RFA
SGMA

Reilly Financial Advisors’s Sigmatron International SGMA Stock Holding History

Reilly Financial Advisors’s Portfolio SGMA Stock Details SGMA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q4 		– Sell
-325
Closed -$2K – 1013
2018
Q3 		$2K Sell
325
-12
-4% -$84 ﹤0.01% 937
2018
Q2 		$2K Buy
337
+325
+2,708% +$2.14K ﹤0.01% 926
2018
Q1 		$0 Buy
+12
New +$95 ﹤0.01% 1047

Other funds holding SGMA

Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
SMH
Sanders Morris Harris Houston, Texas $172M AUM 22.54% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Reilly Financial Advisors's SGMA Position: Q4 2018 in Review

Reilly Financial Advisors sold out of Sigmatron International (SGMA) in Q4 2018, closing a stake of 325 shares — an estimated $2K sold.

Reilly Financial Advisors first reported a position in SGMA in Q1 2018 and held it in 3 quarters. The position peaked at $2K in Q3 2018. 23 funds tracked by Wall St. Rank hold SGMA as of Q4 2018.

  • Reilly Financial Advisors reported no remaining Sigmatron International position as of Q4 2018 after selling out during the quarter.
  • Reilly Financial Advisors sold 325 Sigmatron International shares in Q4 2018, an estimated $2K.
  • Reilly Financial Advisors first reported a position in Sigmatron International in Q1 2018 and held it in 3 quarters.
  • Reilly Financial Advisors's Sigmatron International position peaked at $2K in Q3 2018.
  • 23 funds tracked by Wall St. Rank held Sigmatron International as of Q4 2018.

Based on Reilly Financial Advisors's 13F filing for Q4 2018, filed 29 Jan 2019.