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AG
Advisor Group’s
Grupo SIMEC
SIM
Stock Holding History
Advisor Group’s Portfolio
SIM Stock Details
SIM Fund Activity
Bought
Maintained
Sold
Quarter
Market Value
Status
Shares
Change in
Stake
Trade Value
Portfolio Weight
Portfolio Position
2019
Q1
–
Sell
-1,000
Closed
-$10K
–
5317
2018
Q4
$10K
Hold
1,000
–
–
﹤0.01%
4205
2018
Q3
$9K
Hold
1,000
–
–
﹤0.01%
4343
2018
Q2
$9K
Hold
1,000
–
–
﹤0.01%
4135
2018
Q1
$9K
Hold
1,000
–
–
﹤0.01%
4154
2017
Q4
$9K
Hold
1,000
–
–
﹤0.01%
4147
2017
Q3
$10K
Hold
1,000
–
–
﹤0.01%
3971
2017
Q2
$11K
Hold
1,000
–
–
﹤0.01%
3872
2017
Q1
$13K
Hold
1,000
–
–
﹤0.01%
3632
2016
Q4
$14K
Hold
1,000
–
–
﹤0.01%
3459
2016
Q3
$9K
Hold
1,000
–
–
﹤0.01%
3628
2016
Q2
$7K
Buy
+1,000
New
+$8.63K
﹤0.01%
3644
Other funds holding SIM
Renaissance Technologies
New York
$63.9B AUM
45.56%
1-Year Est. Return
Susquehanna International Group
Bala Cynwyd, Pennsylvania
$77.3B AUM
36.07%
1-Year Est. Return
Dimensional Fund Advisors
Austin, Texas
$481B AUM
30.42%
1-Year Est. Return
WS
Wedbush Securities
Los Angeles, California
$3.43B AUM
24.13%
1-Year Est. Return
Citadel Advisors
Miami, Florida
$141B AUM
30.34%
1-Year Est. Return
Acadian Asset Management
Boston, Massachusetts
$70.5B AUM
36%
1-Year Est. Return
Morgan Stanley
New York
$1.66T AUM
25.57%
1-Year Est. Return
Deutsche Bank
Frankfurt Am Main Ge, Germany
$303B AUM
30.15%
1-Year Est. Return
UBS Group
Zurich, Switzerland
$564B AUM
30.12%
1-Year Est. Return
JP Morgan Chase
New York
$1.47T AUM
27.86%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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