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Advisor Group’s Silicon Motion SIMO Stock Holding History

Advisor Group’s Portfolio SIMO Stock Details SIMO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q4 		$321K Buy
6,345
+152
+2% +$6.52K ﹤0.01% 2001
2019
Q3 		$218K Buy
6,193
+322
+5% +$11.7K ﹤0.01% 2256
2019
Q2 		$261K Sell
5,871
-575
-9% -$23.1K ﹤0.01% 2097
2019
Q1 		$256K Sell
6,446
-191
-3% -$7.44K ﹤0.01% 2077
2018
Q4 		$229K Sell
6,637
-2,431
-27% -$95K ﹤0.01% 1989
2018
Q3 		$486K Buy
9,068
+3,607
+66% +$200K ﹤0.01% 1493
2018
Q2 		$288K Sell
5,461
-442
-7% -$21.7K ﹤0.01% 1703
2018
Q1 		$284K Buy
5,903
+688
+13% +$33K ﹤0.01% 1726
2017
Q4 		$276K Buy
5,215
+658
+14% +$33.3K ﹤0.01% 1746
2017
Q3 		$218K Sell
4,557
-1,610
-26% -$71.4K ﹤0.01% 1791
2017
Q2 		$297K Buy
6,167
+1,171
+23% +$58K 0.01% 1486
2017
Q1 		$234K Buy
4,996
+1,761
+54% +$74.9K ﹤0.01% 1538
2016
Q4 		$137K Buy
3,235
+280
+9% +$12.8K ﹤0.01% 1849
2016
Q3 		$153K Sell
2,955
-577
-16% -$30.1K ﹤0.01% 1714
2016
Q2 		$168K Buy
+3,532
New +$148K ﹤0.01% 1575

Other funds holding SIMO

Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
CCMLC
Cardinal Capital Management LLC (Connecticut) Greenwich, Connecticut $365M AUM 18.32% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
AIM
ARGA Investment Management Stamford, Connecticut $3.05B AUM 47.96% 1-Year Est. Return
YCM
Yiheng Capital Management San Francisco, California $231M AUM 29.07% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
MGIM
M&G Investment Management London, United Kingdom $28.2B AUM 25.87% 1-Year Est. Return

Advisor Group's SIMO Position: Q4 2019 in Review

Advisor Group increased its Silicon Motion (SIMO) stake by 2.5% in Q4 2019, buying an estimated $6.52K and bringing the position to 6,345 shares worth $321K. The position accounts for ﹤0.01% of the portfolio, ranked #2001.

Advisor Group first reported a position in SIMO in Q2 2016 and has held it in 15 quarters since. The position peaked at $486K in Q3 2018. 153 funds tracked by Wall St. Rank hold SIMO as of Q4 2019.

  • Advisor Group held 6,345 shares of Silicon Motion worth $321K as of Q4 2019.
  • Advisor Group bought 152 Silicon Motion shares in Q4 2019, an estimated $6.52K.
  • Silicon Motion made up ﹤0.01% of Advisor Group's portfolio in Q4 2019, its #2001 holding.
  • Advisor Group first reported a position in Silicon Motion in Q2 2016 and has held it in 15 quarters since.
  • Advisor Group's Silicon Motion position peaked at $486K in Q3 2018.
  • 153 funds tracked by Wall St. Rank held Silicon Motion as of Q4 2019.

Based on Advisor Group's 13F filing for Q4 2019, filed 12 Feb 2020.